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Add an adjustment entry

Adjustment entries let you create billing adjustments without entering time or expenses.

To add an adjustment entry, select

Time & Billing
Billing

. Use either the Selection
tab or the Review Invoices
tab to select the entry for which you would like to make a billing adjustment.

On the Selection
tab, select one or more items and select Detail Bill
.

On the Review Invoices
tab, select Edit
next to the invoice you want to adjust.

Once you have made your selection, open the Adjustment Entry panel from the Summary
tab or the Billable Entries
tab.

From the Summary
tab, select the Add To Invoice
button.

Select Flat Amount
, and select Next
.

Select Adjustment Entry
and add an amount. Select a service and project, if desired.

Select Finish
to save the entry and return to the Summary
tab, where you can view and edit your invoice.

Select Save
to complete the invoice.

From the Billable Entries
tab, select Adjustment Entries
.

Complete the fields on the Adjustment Entries panel. The Activity
, Staff
, and Amount
fields are required.

Select Save
to close the Adjustment Entries panel.

Select Save
again on the

Detail Billing

screen to save the entry.

You can select the entry and select the Summary
tab to view and edit your invoice.