Apply adjustments for your invoices. These will apply a fixed or percentage reduction or an increase on the fees applied in the invoices.
How to access
This feature is found in the advanced options of the finance menu header.
These are attached to the Finance administrator role.
Create the adjustments
The list shows which adjustments have already been created. Open a New adjustment, and define the terms and conditions.
The adjustments need to have a clear title, as these will be available when creating invoices. There are three types of adjustment, and Finance admins can select to make these adjustments reduce the fees, or increase them. These adjustments are applied to the invoice totals. It will effect the balances
1) Fixed fee - A flat fee will be applied to the invoice totals
2) User defined fee - Allows for admins to enter any amount
3) Percentage - A % reduction of the invoice total
New adjustments can be created directly from invoicing. The adjustments created are then listed as options upon invoice creation. Check the relevant box to apply the adjustment to the invoice and overall balance.