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  • How to Add Adjustments on Invoices




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Within the Invoices Section click Adjustment in Invoices. 

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Adjustments could be enabled at the invoice level Before Tax or After Tax. Also, could be enabled to services and time logs after tax or apply to services and time logs before tax

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Tip

Learn more about how to create accounts here.

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You can now use this feature while creating the invoice. 

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When editing your invoice, you can access the action wheel located on the right side. From there, select "Change Adjustment Level." Then, choose the desired adjustment level for the invoice you are currently working on.


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At the Items level, add the percentage or the amount of adjustment needed. 

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