Adjustment Handling

Adjustment Handling

What are adjustments?

Here's a senario: A booking has already been billed for last month but the client contested the bill saying that the staff member did not stay the full amount of time during the service.

At this point, a change in the visit duration will be made through the service review board or the client's calendar. This is called an adjustment. 

Adjustments are financial changes to a booking done after the initial billing period.

To handle an adjustment, the person making the change needs to:
  1. Find the booking that was affected.
  2. Determine the amount that needs to be adjusted.
Scenarios where an adjustment is needed:
  1. A third party provider provides an updated invoice for a past service rendered
  2. Client complained about a service and the operations side decided to provide the client with a discount
  3. A staff member checked their payslip and noticed a discrepancy in their pay.

Exporting with Adjustments

When exporting bookings, there are two sets of dates that can be selected. The booking dates is the date range of bookings to be covered at a given period. The adjustment date is the date range of when there were updates to bookings covered by the booking dates.



Scenario:
Lloyd's Gardening delivered a service for Mrs. Smith on August 8.  The landscaping was initially invoiced for 5 hours of work at the billing period on the 15th of the month. At the end of the month, Lloyd's Gardening sent an updated invoice charging an extra 2 hours for additional hours rendered plus materials cost used. 
In this case, the team can:
  1. update the visit duration of the service with a custom time
  2. Add a manual line item to charge for materials cost
  3. Attach the updated invoice to the booking

Settings > General Configuration




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