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Communityhow to make a courtesy fee adjustment

how to make a courtesy fee adjustment

  • Hello Edward,

     

    To create a courtesy fee adjustment, please do the following for finalized invoices:

    1. In the Operating Accounting tab of the matter, right click the finalized invoice and select 'Adjust Invoice.'
    2. You can then edit the fees to reflect a discounted amount.

    You can also have this discount reflect as its own line item by editing a draft invoice and creating new fee with a negative value.

     

    Sincerely,

    Misty Petty

    LEAP Help Desk

    Expand Post

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how to make a courtesy fee adjustment