Write up and write-down an invoice

Writing Up or Writing Down an invoice enables you to enter a fixed amount for labor and/or expenses, while still maintaining the hours, a rate per hour, and individual expense amounts.

1. Create the invoice
2. While the invoice is in Pre-Bill - click the check box for “Labor Total” and/or “Expenses Total.”
3. Enter in the desired amount for Labor and/or Expenses.
4. Click the “Save” button.

The original amounts will be shown in a new column called “WIP” and the adjusted amounts under a column called “Billable.” The client will only see the “Billable” column.

We recommended that you edit the Invoice Template to not show the Rate column- as the rate and the Hours will not mathematically add up on the invoice.

The balance adjustment amount doesn’t have brackets

The adjustment have been saved as a debit instead of a credit by accident. To correct this, follow the steps below:

1. Got to Clients from your blue menu bar

2. Click the desired client

3. Click the grey/beige Accounting tab to the right

4. Click on the desired Adjustment listed there

5. Click the Edit button.

6. Change the “Adjustment Type” to “Credit”

7. Click the Save button

Once this is completed, the invoice will adjust automatically so you will not need to delete and re-create it.

*Note: This function writes down the Rate of the entry billed so the hours are not affected.