Adjusting an Invoice

In this article:

• Writing Off/Down/Up an Invoice
• Adjusting Fees Allocation
• Recreating an Invoice after an adjustment

At times you may need to adjust a finalized invoice to perform write-ups, write-downs, write-offs, provisional write-offs, and change fee allocations.

Writing Off/Down/Up an Invoice

1. Go to Billing > Adjust Invoice
2. Select the file under File field, it will also auto-populate the contact.
3. Choose the invoice to adjust from the Invoice field to show the details.
4. Enter the adjustment date under Date field.
5. (Optional) Enter notes under Memo.
6. Change fees and expenses by entering new amounts. The adjustment screen presents five columns.
   • Existing: Displays the current invoice values.
   • New: Allows you to enter the desired new amounts for fees, expenses. The "Change" and "Balance" fields update automatically.
   • Change: Enables adjustments by entering the amount of change (positive or negative). The "NEW" field will adjust accordingly.
   • GL Acct: (Required for expense adjustments) Specifies the general ledger account to which the adjustment will be posted.
   • Task: (Required for all adjustments) Associates a task code with the modification.
7. Click Save.

EXAMPLE: 
This invoice was partially paid and you want to write off the balance. 
To do this, you can use the Existing Balance amount and put it under Change as a negative value to zero it out.

Adjusting Fees Allocation

There are times when adjusting a fee may involve changing Fee earners fee credit

1. Go to Billing > Adjust Invoice.
2. Search for the file, contact and invoice number you want to change the fee allocation.
3. Click the Allocations button.
4. Make the necessary fee allocation adjustment.
5. Click Ok.
6. Click Save.

EXAMPLE:  By default, when writing off fees, it will be allocation to originating working lawyers just like this - But if you need all of it to be allocated to one particular lawyer, you can change it here.

Recreating an Invoice after an adjustment

1. Go to Billing > Request Invoice.
2. Select the file or client
3. Under the Action, select Settlement Statement.
4. Click the Process button.
5. Select the specific invoice number you want to recreate.
6. Click OK.
   
   

   
   

   NOTE:  Please be aware that this process does not update the invoice image saved on the ledger. The recreated invoice is not saved elsewhere within the system. It is a temporary recreation for viewing or printing. Balance forward (if any) will not show either.