Invoice Adjustments

When changes happen on a schedule after an invoice has been closed, those changes will be accounted for on the next Invoice, by means of Adjustments. Adjustments happen automatically as a result of changes to the schedule which affect an already-invoiced time period.

For example, let's say you have sent out an Invoice, maybe even received payment, when you find out that there was an extra shift that was not included on the original Invoice. An Adjustment will be added to account for that Shift in the next Invoice that is created for that Payment Obligation. The Adjustment will appear below the current invoiced Shifts, with an explanation as to the change that required the Adjustment.

Figure 195: An Invoice with an Adjustment

The preceding figure shows an Adjustment on the Invoice to cover a Shift that was added after the previous Invoice had gone out. This mechanism will track additions and removals of shifts, as well as changes to the times of existing shifts, mileage and misc. expenses changes.