In this article we will define the billing adjustment fields and go over the 3 options to make a billing adjustment.
- Defining a Billing Adjustment and the Fields
- Option 1 - Enter Billing Adjustment from Masters Menu
- Option 2 - Enter Billing Adjustment From the Schedule
- Option 3 - Enter Billing Adjustment From Confirm Detail
Defining a Billing Adjustment and the Fields
The Billing Adjustment function enables adjustment of the invoice with added or subtracted amounts
not calculated from the schedule. Examples include adding or crediting hours and fees.
Option 1 - Enter Billing Adjustment from Masters Menu
1. Select Billing Adjustment from Masters menu.
2. Select Customer, Location and Post.
3. Select Employee by clicking Employee Locate button located next to employee name. This will bring up
Employee Lookup Master for active employees.
4. Enter Description.
5. Enter/select applicable data and options.
6. Click Save.
Option 2 - Enter Billing Adjustment From the Schedule
NOTE: This option automatically populates Customer, Location, Post, and Employee fields in the Billing Adjustment screen.
1. Right-click the employee in the schedule that is requiring a Billing Adjustment.
2. Select Insert Billing Adjustment.
3. The Customer, Location, Post, and Employee automatically populate.
4. Enter Description.
5. Enter/select applicable data and options.
6. Click Save.
Option 3 - Enter Billing Adjustment From Confirm Detail
1. Right-click the employee in the schedule that is requiring a Billing Adjustment.
2. Select Confirm Detail.
3. Click on Adjustments tab.
4. The Employee, Customer, Location, and Post, automatically
populate.
5. Enter Description.
6. Check Billing and enter Hour/Qty and Rate/Amt.
7. Check Tax and enter G/L Account, if applicable.
8. Click Save.
NOTE: You can go to the Billing Adjustment Master to view these adjustments.