Adding Credits to a Non-LEDES Invoice

This article applies to non-LEDES invoices only; click here for information on LEDES invoices.

A credit is a specified amount due back from a vendor firm to the client based on billing guidelines or other predetermined terms. You can add credits to an invoice in one of two ways: with a task code or without a task code. Please confirm with your client whether a specific task code is required when adding credits to an invoice per their billing rules. 

NOTE: A discount is an amount that is being deducted from an invoice for reasons determined by the firm. For instructions on how to add a discount to a non-LEDES/manual invoice, click here.

Credit with a Task Code

Add an invoice line item with the following details to add a credit with a task code:

1. Click + Line Item below the invoice details section.

2. Select IF - Flat Fee for Type.

3. Set the date within the invoice's billing period and add a description (note: make sure to include the word "credit" to help the client easily identify the line item type).

4. Search for and select the relevant option from the Task Code drop-down as specified by the client.

5. Enter 1 for Unit and then enter the credit amount as a negative number. 

NOTE: If the code provided by the client is not listed, select the Create option at the bottom of the list. Do not create your own custom codes; select or create only codes specified by the client. If your client has set restrictions for accepted values on credit task codes, you must enter a negative value. Submitting the invoice with a positive credit line item will result in an error message.

6. Click Save.

The total amount listed for the line items added will reflect the credit as shown in the example below:

Credit Without a Task Code

Below is an example of an invoice line item as a credit without a task code:

• Type: Select IF - Flat Fee
• Date: Select date the work was completed
• Description: Indicate this is a credit line item with negative cost
• Units: Enter '1' to multiply the total of the cost by 1
• Cost: Enter a minus (-) before the credit line amount to calculate the negative line item total

Related articles:

• Submit a non-LEDES invoice
• Examples of Line Item Types