You are here: Ajera Help (A-Z) > projects > client invoice adjustments > Changing a client invoice adjustment
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Changing a client invoice adjustmentYou can change an invoice adjustment as follows:
Changing an adjustment in
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Note: | If this tab does not appear, then no adjustments were added to the invoice you opened. |
On this tab, Ajera displays adjustments from previous draft invoices (flat amount adjustments and percent-based adjustments that exceeded the maximum) as zero adjustments for the current draft invoice. You cannot change these adjustments.
Change the adjustment amount, as needed.
If you change a percent-based amount:
If the adjustment is based on a percent and you change the amount, Ajera displays a message to let you know that it can no longer automatically calculate the amount as the billed amount changes for the project. Ajera displays (m) in the heading of the Adjustment Amount column to indicate that you must now manually change the amounts for all percent-based adjustments listed on this tab.
Similarly, Ajera no longer updates the percent for the adjustment in the Project Command Center ( > Manage > Project Command Center
If you decide that you do want Ajera to automatically calculate the percent, right-click the row of the adjustment, and click Auto Adjustments. However, when you select Auto Adjustments, Ajera recalculates the amount for all the invoice adjustments based on a percent, not only the row you select.
Ajera recalculates any sales tax, which you can change.
If you entered the adjustment from the Project Command Center along with a tax rate, and you change the amount here, Ajera cannot calculate the amount on future invoices. However, if you decide you want Ajera to calculate the sales tax amount again, right-click the row of the adjustment and click Recalculate Sales Tax.
Select this status | To do this |
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Preliminary |
Do not include the adjustment on current or future draft invoices. For example, you already set up the invoice adjustment but do not yet want to start adding it to invoices. When you make the project active, Ajera also makes the adjustment active. |
Active | Include the adjustment on current and future draft invoices. |
Closed |
Do not include the adjustment on the current draft invoice or future draft invoices. You do not want to delete the adjustment because you still want it to appear on project reports. |
For this type of adjustment | Do this |
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A flat amount |
To decrease the invoice amount with this adjustment, enter a negative number. To enter a different adjustment amount for each draft invoice, leave the amount field blank. You can then enter the amount to the draft invoice on the |
A percent of the billed amount for an activity type |
For the current draft invoice and all subsequent invoices, Ajera calculates that percent and enters the resulting amount as the adjustment amount. The adjustment amount appears for the invoice on the Ajera calculates the amount based on the billed amount for the activity type total, not the total billed amount. For example, if you entered a 10% adjustment for labor, Ajera calculates the adjustment as 10% of the billed amount for the labor associated with the invoice, not 10% of all labor, expense, and consultant amounts.
If you entered a negative amount for the adjustment, be sure to include a negative sign when you enter the amount here.
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If you leave this field blank, Ajera uses the account you selected in > Setup >
If you are calculating adjustments based on a percent, you can instruct Ajera to exclude a phase when calculating the percent. If you have more than one adjustment, Ajera excludes the phase from all adjustments of the activity type you select (Labor, Expense, and Consultant).
To exclude or include the phase from calculations for the percent:
Concepts
About client invoice adjustments
Tasks
Adding a client invoice adjustment
Deleting a client invoice adjustment
Changing status and dates on client invoices
Changing Time & Expense billing
Changing percent complete billing
Changing percent of construction billing
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