How to Handle Client Billing Adjustments

Accurate billing adjustments are crucial for maintaining client satisfaction and financial accuracy at JLL. Follow these steps to manage billing adjustments efficiently:

Identifying the Need for Adjustment:

Review client billing statements regularly to identify discrepancies or errors. Common issues include:

Miscalculated charges
Unapplied discounts
Incorrect service dates

Processing a Billing Adjustment:

Access Billing System: Log into the JLL billing platform.
Locate Client Account: Search for the client account requiring adjustment.
Review Transaction History: Examine the relevant invoices and payment records.
Enter Adjustment Details: Input the necessary corrections, including amount and reason for the adjustment.
Verify Changes: Double-check the updated billing statement for accuracy.
Notify the Client: Communicate the adjustment and provide an updated invoice.

Finalizing the Adjustment:

Ensure all adjustments are documented in the client’s account records for future reference and compliance. Maintain transparency with clients throughout the process.

Need Assistance?

If you need help with billing adjustments, contact the JLL finance team. We are here to support you in maintaining precise and reliable financial records.