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Creating a Fee Adjustment

You can make adjustments to fees on an invoice. This is useful if you need to correct an error or update charges.

 

To do this:

  1. In Actionstep Practice Management, view the matter with the invoice you need to update. (See Editing a Matter for help.)
  2. Click the Billing menu icon. The Billing page appears.
  3. Click Invoice Now / Bill Now or Invoice is in DRAFT / Bill is in DRAFT. The Create Bill or Edit Draft Bill window is displayed.
  4. Click in the Fees field and make your change. When you tab or click out of the Fees field, the Edit Fees Amount window is displayed.
  5. Review the amount in the New fees amount field.
  6. Click the Fee increase behavior drop-down list and choose from the following options:
    • Create time entry (shown when you increase the fee amount): Choose this option if you want to create a time entry for tracking the adjustment so it can be included in the client's invoice. (If you select this option, complete the options on the Create Time Entry window as described in Creating a Time Entry.) Then click Apply.
    • Appear as a discount (shown when you decrease the fee amount): Choose this option if you want this adjustment to be shown as a discount on the invoice. Then click Apply.
    • Hide line pricing and show total only: Choose this option if you want to update the total amount but not show the adjustment as a line item on the client's invoice. Then click Apply.
  7. On the Create/Edit Bill  or Create/Edit Invoice window, click Save as Draft or Save + Approve to save your changes.

Depending on your invoice template, a fee adjustment may or may not show on the invoice.

 

Additional Resources:

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