Invoice Adjustments

Writing invoices up or down (2 min 09 sec.)

During the invoicing process, you may need to adjust the time or cost being invoiced - either upwards or downwards. This could be because:

  • you wish to charge in full for the first hour you worked, even though you worked less time
  • a new staff member has taken longer to complete work than you can reasonably charge.

Billing for a higher value than calculated from actual time and costs is called a 'write up' (or more commonly a 'write onIn WorkflowMax, a write on is an increase in the amount you will charge for time or costs (or both). For example, you might do this if you charge a minimum of an hour's time for the first hour worked even if you worked less than this. See also: Write off.') and billing for a lower value, a 'write down' (or 'write offIn WorkflowMax, a write off is a reduction in the amount you will charge for time or costs (or both). For example, if an inexperienced employee spends more time on a job than expected, you might charge for less time than was actually worked. See also: Write on.').

With a write on (or write off):

  • the client will be billed for the time or cost you specify - not the actual time worked
  • time sheets are not affected - the staff member will be paid for the hours they actually worked
  • reports will show the actual time sheet time
  • the write on (or write off) is recorded against the staff member's time sheet.

How are write on/off adjustments applied?

You can make write on/off adjustments to the amount billed while you are creating an invoice (or by editing an existing draft invoice), by:

Related task

Writing off a remaining invoice balance

Related Topics Link IconRelated Topics