Invoice adjustments
Add, update, and manage line items on contractor invoices
Invoice adjustments let you modify contractor invoices by adding or updating line items for specific payment cycles. Use adjustments to add bonuses, commissions, reimbursements, deductions, or other custom charges that reflect actual work delivered.
Adjustments ensure invoices remain accurate and compliant without manual edits. Each adjustment is tracked, versioned, and subject to an approval workflow before being applied to the final invoice.
Invoice adjustments solve real-world invoicing needs:
Each adjustment has a type that determines how it appears on the invoice and how it affects the total amount.
The type field is required when creating an adjustment. Choose the type that best represents
the nature of the adjustment for accurate reporting and compliance tracking.
Adjustments move through a lifecycle with distinct statuses:
Once an adjustment is marked as paid, it cannot be modified or deleted. Always review
adjustments carefully before approval.
Creating an adjustment requires three key pieces of information: the contract ID, the adjustment type, and the amount.
You can automatically approve an adjustment at creation time by setting is_auto_approved: true. This bypasses the review workflow and immediately includes the adjustment in the next invoice.
Use auto-approval for pre-authorized adjustments like standard expense reimbursements or contractually agreed bonuses to streamline your workflow.
Include supporting documentation by attaching files to adjustments. This is particularly useful for expense reimbursements, invoices, or receipts.
All adjustment creation requests return a consistent response format:
For adjustments that repeat every payment cycle, use the recurring query parameter. This is useful for ongoing commissions, monthly stipends, or regular deductions.
Recurring adjustments are automatically created for each new payment cycle until you delete the recurring rule. Each cycle creates a new adjustment with a unique ID.
Adjustments in pending status require review before they are included in invoices. Use the review endpoint to approve or decline adjustments.
You can update pending adjustments before they are approved. Once approved or paid, adjustments cannot be modified.
Remove pending adjustments that are no longer needed. Approved or paid adjustments cannot be deleted.
Retrieve detailed information about a single adjustment by its ID.
Retrieve a list of all adjustments with optional filtering.
You can filter the list by contract, type, status, or date range.
Retrieve all adjustments for a specific contract.
This endpoint accepts the same filtering parameters as the global list endpoint.
Always include a detailed description that explains:
Good descriptions improve transparency and reduce approval delays.
For reimbursements and deductions, always attach supporting documentation:
Choose the correct adjustment type to ensure accurate reporting and compliance tracking. Avoid using custom when a standard type applies.
Verify all adjustment details before approving:
For pre-authorized adjustments with fixed amounts, use auto-approval to streamline processing:
Regularly review recurring adjustments to ensure they are still needed. Delete recurring rules when they are no longer applicable to prevent incorrect charges.
This example demonstrates the complete adjustment lifecycle from creation to approval.
Deleting a recurring adjustment only removes the recurring rule. Adjustments that have already been created for past cycles will remain, but no new adjustments will be created for future cycles.
No. Once an adjustment is approved, it cannot be modified or deleted. If you need to make changes, you must create a new adjustment with the correct values and decline the original one.
Approved adjustments are added to the contractor’s invoice for the specified payment cycle. The total invoice amount is calculated by adding all approved adjustments to the base contract amount, timesheets, and other line items.
Currently, each adjustment supports one attachment. If you need to include multiple documents, combine them into a single PDF file before uploading.
Adjustments use the same currency as the contract they are associated with. The currency is automatically inherited from the contract and cannot be changed at the adjustment level.
Approved adjustments appear on the next invoice generated for the specified payment cycle. If the invoice has already been generated, the adjustment will be included in the following invoice.