How to Adjust a Fee Manually

Sometimes users need to adjust the fee BillFin calculates. They can increase or reduce the calculated fee using the steps below. Similarly, the steps below can be used to assess a one-time fee in addition to the fee that BillFin calculates.

To Adjust a Fee Manually:

Go to the Fees page

Make sure you are looking at the correct billing period

Click on Edit Adjustments in the pencil menu for the desired client

A slideout window will appear

Enter the amount of the adjustment (use a negative sign to credit the account) in column 1

Enter a line-item note describing the adjustment in column 2 (if desired)

Select the account with the fee you want to adjust in the dropdown box in column 3

Click Save