In order to amend a service receipt that has the incorrect units, please review the below steps, depending on the status the receipt is in.
Before proceeding, ensure that the 'Actions' button is available. If it is not, check for potential issues such as ended service agreements or role-based permissions.
Only users with admin rights on their company account can perform certain actions, such as using the 'Request Adjustment' option. If you lack these permissions, consult an authorised user within your organisation.
Approved status
If your service receipt is in approved status, follow these simple steps:
Navigate to the service receipt you need to amend.
Click Actions, then click Unsubmit.
Input a reason and comment for why you’re un-submitting, then click Save.
Click Actions, then click Edit.
To submit the service receipt, click Actions, then click Re-submit.
Invoiced status
If your service receipt is in invoiced status, you can address discrepancies or updates, such as adjustments due to uplifts or modifications effective from a specific date by following these simple steps:
Navigate to the service receipt you need to amend.
Click Actions, then click Request Adjustment.
Enter the correct information and it will add or remove the correct amount accordingly.
📌Note: If you don’t have the request adjustment option, please contact the local authority or council.
The Request Adjustment option may not be available if the receipt has already been adjusted or if the service agreement has ended.
Further to the above, if you do not agree with the rate, you will need to contact the local authority or council.