Adjusting Client Fees

Erin Pierce -

You can easily make client fee adjustments on an order.  In order to do that, just click the "Edit" button in the "Client Fees" section:

Then, enter a description for the change and fee change amount.  Please note, you also have the option to share the adjustment details with the client. If you select the option to share them with the client, they will see the line item break down on their invoice. If you do not select this, the client will only see the fee total.


To adjust the fee type, type in an amount or use the arrows. "Save." Your Client Fees will show your adjustment and Total. If you have chosen to share the adjustments with the client you will see "Shared" in the box.

You can make as many adjustments as you need. Lets say you want to subtract $15 now, you can "Edit" your client fees and enter in a "-15."


Related articles:

Adding Client Companies, Client Users and Signing Products

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