How to Manage Billing Adjustments and Client Modifications

Efficiently managing billing adjustments and client modifications is crucial for maintaining accurate financial records at JLL. Follow these steps to handle adjustments:

1. Review Client Account:

Before making any adjustments, review the client's account details and transaction history to understand the context.

2. Initiate Billing Adjustment:

To initiate a billing adjustment:

Access the client's account through the finance management system.
Select the invoice or transaction requiring adjustment.
Enter the necessary adjustment details and submit for approval.

Ensure all changes are documented for audit purposes.

3. Client Modification Requests:

For client modification requests:

Verify the client's request through documented communication.
Update client details or billing preferences as required.
Confirm changes with the client and update records.

4. Contact Finance Support:

If issues arise, contact the finance support team for guidance and assistance.

By following these steps, you can effectively manage billing adjustments and ensure client satisfaction.