Jan Crouch (Customer) asked a question.
If I enter it as a negative fee amount, the invoice comes out correctly; however, the Journal Entry gets stuck and I have to move the negative amount to the Debit column. There must be a better way. The Help Center mentions a "Discount/Adj" field that will show on an invoice report, but where is that field?
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This was asked in April and never answered. Leap CS is failing.
I don't think it can be done as a line item. When I do this, I do it from the invoice. Right click the invoice in Operating Accounting, select Adjust Invoice, and then make the adjustment in its appropriate column (using a negative value). Then click the Amount box to total it up, and I personally adjust the date to mirror that of the invoice (otherwise it royally screws up various Reports). Save and print the invoice, and you should see the adjustment in your totals field.
Hope that helps.
I am very new to Leap and I don't know if this is what you are asking, but I simply entered in another fee entry with a negative amount for how much you are wanted to reduce it, and that way I can put in a description of why it was reduced. This keeps it from changing the rate v. amount calculations when you do an allocation change. Hope this helps.
We want the discount to show up on the invoice for the client see the discount given by the attorney. This is how it shows up in PCLAW and I am still having to do invoices to mail in PCLAW because LEAP is not allowing it to show up on the invoice. I don't want to see the hourly rate reduced clients do not pay attention to that reduction. When they see the actual reduction showing up it makes more sense to them.