Page Comparison

...

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 note to the correct fee earner/s
   

   Image RemovedImage Added

    

3. Open a new tab in Wise Owl and open a blank invoice by going to the Invoice Register > New Invoice > Blank Invoice
   

   Image RemovedImage Added

4. Fill out the matter and client as per the original invoice

5. Let the Invoice number automatically number itself

6. Set the date to today's date. If you backdate the transaction, you may adjust prior periods that have already been finalised. Please only do this if you have spoke to your bookkeeper or accountant.

7. Write a summary line indicating that this invoice is a discount

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 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.
    

    Image RemovedImage Added

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.
    

    Image RemovedImage Added

14. This will then post across to the external 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.
    

    Image RemovedImage Added

    
    The adjustment note will print saying ADJUSTMENT NOTE on it. It will not say Tax Invoice on it.

...

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.
   
   You can apply an adjustment note to any invoices that are on the same matter - or keep it on one invoice
   

3. Change the date to the date of the adjustment note you created under the 'Creating an Adjustment Note' section above

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

   Image RemovedImage Added

9. From here you can print the adjustment note if required.

   Image RemovedImage Added

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.
    

Step 1 - Find the application of the Adjustment Note under the Receipt Register

Step 2 - Delete the Application fo the Adjustment Note

Step 3 - Go to the Invoice Register and find your Adjustment Note

Step 4 - Delete the Adjustment Note in the Invoice Register

Step 5 - Go to your external accounting program and find the Adjustment note

Step 6 - Delete the Adjustment Note in the external accounting program