Schedule adjustments explained

An adjustment is an extra amount applied to a contractor’s invoice — on top of their regular pay. Use adjustments when you need to add (or deduct) something without creating a whole separate invoice.

Adjustment kinds

When you create an adjustment you choose its type:

• Bonus
• Commission
• Expense
• Overtime
• Other

You set the amount, a description (e.g. “Q1 performance bonus”), and can attach supporting files.

One-off vs recurring

• One-off adjustment — applied once to a future invoice. Pick an application date and it’s added to the relevant invoice. Best for a single bonus, commission, or expense.
• Recurring adjustment — repeats on a cadence (every billing cycle, weekly, monthly, quarterly, or a custom interval) between a first application date and an end date. Best for an ongoing allowance or a recurring deduction.

How adjustments reach the invoice

Adjustments don’t create their own invoice — they fold into the contractor’s regular invoice as a line item:

• If the contractor’s current invoice is still open, the adjustment is added to it.
• If the current invoice is already finalized, the adjustment is held as Pending application and folds into the next invoice that opens.

Adjustment vs a separate charge

• Want it added to the normal invoice? → use an adjustment (this article).
• Want it billed as its own invoice? → use a scheduled invoice, or a one-off payment for an off-cycle standalone payment — see Billing schedule types and when to use each.

For how everything becomes a real invoice, see How billing schedules become invoices.