How To Create an Adjustment Fee Invoice

Login to PaySolution
Navigate to Head Office Administration, then Adjustments
Select the billing company and associated payroll, then add fee line items.

Below is the information to be completed on the invoice screen.
- select Company
- select Payroll
- select the Fee radio button
- select the Fee item from the drop down menu
- enter the billing quantity and fee amount (the system will automatically calculate the fee total based on quantity X fee amount)
- click Add
Repeat the above steps for each billable item. You can add as many fee line items as needed for the Client/Payroll you are invoicing for.

The note section is optional. If you are billing for multiple months, the note section could be used to reference the month for example.
Once finished, click the next button
Enter an invoice description
Click Post
The system will open up the M drive where the invoice is saved. Copy and paste the invoice into the client's F drive folder
Upload the fee invoice to the client’s portal and notify the client that the invoice has been made available.

A fee invoice serves as a formal document that outlines the fees associated with a particular service or product. Its primary purpose is to provide a clear and detailed record of the financial transaction between a service provider and a customer.