Adjustment, Writeoff, and Probono

Oftentimes adding an Adjustment is necessary. Follow these steps to locate and manage client billing adjustments, including write-offs and probono work.

In this Article:

Add an Adjustment

To add an adjustment, follow these steps:

  • Clients (left menu)
  • Locate and select the client name
  • Select Billing (top tab)
  • Locate and click the desired Date of Service (or description)

  • Click the wrench icon, to the right, within the line item details:

  • Under the section "Manage Adjustment" select the adjustment type:

  • Edit / Change the Label if needed (this is displayed within the client portal)
⚠️ Note: Changing the label will not change how the adjustment is displayed in the Income Report.
  • Enter the Adjustment Amount
  • Click Save once complete

An overview of this screen can be found below:

Edit or Delete an Adjustment

To edit or delete an adjustment, please follow these steps:

  • Clients (left menu)
  • Locate and select the client name
  • Select Billing (top tab)
  • Locate and click the desired Date of Service (or description)
  • Click on the listed adjustment, or the pencil icon to the far right:

  • From here, you can either edit the adjustment type, amount, or click delete to remove at the bottom:

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