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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.
  1. Select
    Flat Amount
    , and select
    Next
    .
  2. Select
    Adjustment Entry
     and add an amount. Select a service and project, if desired.
  3. Select
    Finish
     to save the entry and return to the
    Summary
     tab, where you can view and edit your invoice.
  4. Select
    Save
     to complete the invoice.
From the
Billable Entries
 tab, select
Adjustment Entries
.
  1. Complete the fields on the Adjustment Entries panel. The
    Activity
    ,
    Staff
    , and
    Amount
     fields are required.
  2. Select
    Save
     to close the Adjustment Entries panel.
  3. Select
    Save
     again on the
    Detail Billing
     screen to save the entry.
  4. You can select the entry and select the
    Summary
     tab to view and edit your invoice.

This article applies to:

  • PRODUCT: Onvio
  • Subject: Billing
  • Audiences: Staff