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Creating an adjustment on the Billing page

Creating an adjustment on the Billing page

You can create billing adjustments within the Historical tab on the Billing page in Office Cloud. To create a billing adjustment, do the following:

  1. From the Menu, select Billing. The Billing page opens.


  2. In the upper-left corner of the screen, select Historical.
  3. Click the Adjust Billing button. The Adjust Billing window opens.


  4. In the Adjust for area, select Client or Account.
  5. In the Search bar, type the name of the client or account you wish to adjust for.
  6. In the Apply to area, select the Management Fee you wish to adjust.
  7. In the Adjustment Type area, select Charge or Credit.
  8. From the Posting Date drop-down menu, select Amount or Percentage. Then type the figure in the text box beside the menu.
  9. In the Posting Date area, type the date you want to post the adjustment.
  10. In the Memo text box, type a description of the adjustment.

    adjustbilling2.jpgComplete all fields before clicking Save.

  11. Click Save.
Version history
Revision #:
1 of 1
Last update:
‎03-22-2019 12:10 PM
Updated by: