Adjustment, Writeoff, and Probono

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

In this Article:

Add an Adjustment

To add an adjustment, follow these steps:

  • Clients (left menu)
  • Click on the client's name
  • Click Billing (top tab)
  • Locate and click the desired Date of Service or Description


  • Click the wrench build (far right) on the same line item details:


  • Under the section Manage Adjustment select the Adjustment Type:


  • Edit 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  (bottom right) when finished

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 or amount
  • Or remove the adjustment by clicking (bottom left):

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