Changing a client invoice adjustment

You can change an invoice adjustment as follows:

Changing an adjustment in Manage > Client Invoices

1. From the Manage menu, click Client Invoices.

2. Click the invoice you want, and then click Edit.
3. Click the Invoice Adjustments tab.

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.

4. To show or hide the adjustment type, contract amount, prior billed amount, total billed amount, sales tax amount, contract remaining amount, or notes, click (Customize) and make a selection. You can change amounts in the Total Billed Amount and Sales Tax Amount fields.

5. 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 (Setup > Projects).

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.

6. Change the sales tax amount, as needed.

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.

7. To change the text that prints on the invoice to identify the adjustment, change the text in the Notes column. If this column is empty for all the adjustments, Ajera prints Invoice adjustment on the invoice. Otherwise, it prints the text you enter in this field for each adjustment.

Changing an adjustment in the Project Command Center

1. Open the project (click Setup > Projects, and click the project in the project list at the top of the window).
2. Click the adjustment phase that you want to change. Adjustment phases appear in orange in the project tree.
3. In the Description field (on the Project Info tab > General subtab), change the name of the adjustment, as needed.
4. Change the status of the adjustment, as needed:

5. Change other information on the General subtab, as needed.
6. Click the Billing subtab.
7. Notice that you cannot change the billing type or the activity type.
8. Change the type of the adjustment, and change the amount or percent, as follows:

9. In the Account field, change the general ledger account where Ajera makes entries for the adjustment.

If you leave this field blank, Ajera uses the account you selected in Company > Preferences > Income Statement Accounts tab > Miscellaneous field.

10. To exclude or include the adjustment amount from the billed amount on project reports and inquiries, select or clear the Exclude from billed for reporting check box, as needed. For example, you may not want a discount to affect amounts in your project reporting, so you select this check box.
11. Change if you are applying sales tax, and the tax code and tax rate, as needed. The amount of sales tax that Ajera applies to the invoice appears on the Manage > Client Invoices > Invoice Adjustments tab, where you can then override it by entering a different amount, if needed.
12. Change information in the fields on the other subtabs, as needed. If you want to change the text that identifies the adjustment and prints on all subsequent invoices in this invoice group, change the text on the Notes subtab. If the subtab is blank, Ajera automatically uses the words Invoice adjustments to identify the adjustment on the invoice.
13. Click Save.

14. 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:

• Click the phase in the project tree.
• Click the Project Info tab > Billing subtab.
• In the Exclude from Adjustments area of the window, select or clear the Labor, Expense, and Consultant check boxes, as applicable. A check box appears only if you set up at least one adjustment with that activity type.
• Click Save.

See also

About invoice adjustments

Adding a client invoice adjustment

Deleting an invoice adjustment