Page Comparison

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1.  Open the original invoice in WOL
2. Select the drop down on the green print button and choose Summ by FE. You will need this report to correctly allocate the adjustment to the correct fee earner
   
   
    
3. Open a new tab in Wise Owl and open a blank invoice by going to the Invoice Register > New Invoice > Blank Invoice
   
    
    
4. Fill out the matter , and client and invoice number as per the original invoice
5. Set the date to the date of the original invoicetoday's date
6. Write a summary line indicating that this invoice is a discount
7. Fill out the date line as the date of the original invoice
8. Set the item to the relevant fee earner from the Summ be FE report
9. Set the Quantity as 1
10. The Rate you will use needs to be calculated from the Summ by FE report. You need to work out what percentage of the invoice that particular fee earner earned and apply it to the amount of discount.
    E.g. Fee Earner 1 earned $20 of a $100 invoice. This means that they earnt 20% of the invoice and will get 20% of the adjustment.
    Once you have found the correct amount, enter it in to the Rate column as a negative.
    Note: this amount must be the GST EXCL amountRepeat amount
    Repeat for further fee earners and lines as required
     
11. Once all lines are entered, check the Total Inclusive matches the total adjustment amount.
12. Select Create invoice – You will get a warning about a duplicate invoice number – this is fine as the original invoice will have the same number.invoice 
    
     
     
13. Go back in to the invoice by selecting the highlighted Invoice number, check that all the details are correct and select Confirm. This will finalise the transaction.
    
     
     
14. The next time the web connector is run, it will go across to RAB as an adjustment noteThis will post across to your accounting system.
15. To print the adjustment note, open the invoice (after it has been confirmed) and select the drop down next the Green Print Tax Invoice button.
16. Choose the Adjustment Note option.
    
    
    
    The adjustment note will print saying ADJUSTMENT NOTE on it. It will not say Tax Invoice on it.

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1. Search for the Client in the Received For field.
2. Once a client is selected, this will open up all invoices and adjustment notes available for that client.
3. Change the date to the date of the original invoiceto today's date
4. Optional: Enter in a Receipt Memo, Received from and Their reference number
5. Select the adjustment note you wish to apply
6. Enter in the amount of the adjustment to the relevant invoice.
   Note: You can split an adjustment note over multiple invoices if required.
7. Ensure the Amount Unapplied is $0.00 if you are fulling applying that adjustment note.
8. Once you have checked all the details are correct, select Apply adjustment note
   
    
    
9. From here you can print the adjustment note if required.
   
    
    
10. At this stage, your adjustment note will only be a draft application. You need to go back into the Adjustment note application and select Confirm before it is completed.
    Note: Once confirmed, the adjustment note will be posted to your external accounting system. However, please be aware that you may need to run the web connector twice to ensure it is posted correctly to RAB. Alternatively, you can wait thirty minutes.