Billing Adjustments - Overview

Created by Allison Cloyd, Modified on Tue, 17 Jan 2023 at 09:54 PM by Kylie Mitchell

This article explains the differing ways that you can apply adjustments to invoice pre and post biling. These adjustments include discounts, adjustments, write-off' and credit notes. 

 

Pre-Billing Adjustments 

There are two ways to make adjustments to an invoice BEFORE sending to your client. 

 

Adjustments

If your invoice comes to $1,845 for example and you want to change the invoice to reflect $1,800 you can adjust the total of the invoice to become $18500 by adding a fee adjustment to an invoice. 

 

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Discounts

If your invoice comes to $1,845 for example and you want to change the invoice to reflect $1,800 you can add a discount to the invoice before it is sent to the client.

 

 

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Post-Billing Adjustments

Write Offs

A write-off is performed post -invoice when you are unable to collect monies owing from your client. 

 

WARNING: If you have an accounting integration with Xero/Quickbooks - you can not perform a write -off as this transaction will not be replicated in Xero/Quickbooks and you will receive an error - Actionstep recommends to proceed with a credit note in this situation.

 

 

For example, you may have an outstanding invoice for $100 with a customer that has been outstanding for over 6 months. You may decide that proceeding with debt collection is not worth the value of time and fees and so you decide to write-off the balance. This means that the invoice is cleared and the funds are not recovered. 

 

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Credit Notes 

A credit note is performed post-invoice and creates a credit against a matter that can be than be applied to an invoice. This type of transaction will also mark an invoice as credited within Xero/Quickbooks. 

 

This type of transaction will also mark an invoice as credited within Xero/Quickbooks. 

 

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