Invoice Adjustments & Write-offs

Casefriend's new Invoicie Adjustments Page and Dashboard make it easy to record and track Write-offs and Client requested Adjusments.

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Entering an Adjustment or Write-off
Types of Adjustments
Write-offs

Each Adjustment and Write-off entered and saved on this page will be recorded. All details will be available for review and reporting from the Invoice Adjustments Dashboard.

⚠️IMPORTANT⚠️ You must enter an Adjustment value and a Reason then click save to record the Adjustment. If you do not, the Adjustment will not be saved.

What is an Adjustment?
An Adjustment is a reduction of the Invoice Amount Due after you create the Invoice.

What is a Write-off?

A Write-off is an adjustment where Amount Due is reduced to $0.00

Entering an Adjustment or Write-off

When you enter a payment which is less than the Amount Due you will be prompted to leave the Amount Due remaining and return to the Past Billing screen, or click Yes to Enter an Adjsutment or Write-off.

⚠️Note: You can enter an Adjsutment anytime from the Past Billing page by right clicking an Invoice and select the [ Add an Adjustment or Write-off ] option!

Types of Adjustments

% Adjustment - Reduce the Invoice total by a percent. When you enter a value in the % Adjustment field Casefriend automatically calcualtes the $ Adjusmtnet.

You must enter text in the Adjustment and Write-off Reason field before you can save the Adjustment.

Adjust Entry - Reduce the amount of a specific Time Entry. This reduction may not exceed the Total value of the Time Entry.

You must enter text in the Adjustment Reason field before you can save the Adjustment.

Appel Win - When you appel and win against an Entry Adjustment you can add that value here and the Amount Due will be recalculated.

⚠️IMPORTANT⚠️
You must Save Each Adjustment. To save an Adjustment you must enter an Adjustment value and a Reason. If you do not click save, the Adjustment will not be saved.

Write-offs

In some instances you may need to write off the total Amount Due of an Invoice. Now you can select the Write-off check box to reduce the Amount Due to $0.00 without entering a payment. Additionally, Write-offs will be tracked as Write-offs in reporting

Select the Write-off balance check box and confirm that you want to reduce the Amount Due to $0.00 by clicking [ Ok ] then click [ Save ]

After you click Save the Amount Due will be $0.00