This article explains how clients can add and approve a payment adjustment on behalf of their independent contractors for an invoice.
In this article:
Adding a payment adjustment to an invoice
Approving a payment adjustment
How to Add a Payment Adjustment
✅ Step 1 - Select the contractor
Select the upper People icon, and then click the contractor's name in the People List to open up their overview page.
✅ Step 2 - Select the Payments, Expenses & Work Submissions box
✅ Step 3 - Click Add Adjustment
You can select from the following adjustment types for your contractor:
- Bonus
- Commission
- Deduction
- Expense
- Overtime
- Other
- VAT
Clients may have also created a custom expense category to choose from.
When adding an adjustment, clients should specify the type, category, amount, date, and item description.
Clients can also upload supporting documentation, such as an invoice or receipt, along with a description.
Adjustments can be set as recurring. To do this, clients can toggle the option I want to make this recurring. Recurring items will be visible and can be removed from the Recurring Items section.
Expenses are reimbursable costs that are connected to carrying out work. Allowances are fixed or recurring amounts provided to the employee as an additional benefit.
✅ Step 4 – Click Submit
You can add another adjustment for your contractor or click Submit.
If an invoice has been finalized already then any additional adjustments would be added to a new invoice.
Editing an Invoice Adjustment For a Contractor
Clients can add and edit these invoices until the date the invoice is issued, and after this date, any changes will require a credit note and a new invoice.
If an invoice needs to be altered, Deel will automatically replace the invoice rather than provide an amended invoice. A credit note will be made on the old invoice to cancel it out and prevent payment.
Then, a new invoice will be generated to replace the original.
Please also see: Frequently Asked Questions About Contractor Invoices