Payment Adjustment

Menu Path:  Choose Billing & Receipts, then choose Miscellaneous Billing, then choose Customers. Select Customer Information.

You can make a single online payment adjustment using the Customer Record Center. After an adjustment is posted, the system creates a reference number prefixed by the letters PA (Payment Adjustment), for example, PA00000001.

For details about other payment adjustments, refer to Financial Transactions.

View Receipts

1. Enter criteria identifying the records to list, then click Find. To run an advanced search, click Advanced.

2. Select the desired record, then click Actions on the action bar. Choose Payment Adjustment.

3. Select the desired receipt, then click OK.

4. In the Paid Items List section, select the desired item, then click OK to display the Receipt Distribution page.

Add Payment Adjustments

1. Enter criteria identifying the records to list, then click Find. To run an advanced search, click Advanced.

2. Select the desired record, then click Actions on the action bar. Choose Payment Adjustment.

3. Click Add New.

4. On the Payment Adjustments page, complete the Adjustment Date and Comment fields, and then click OK.

5. In the Amount Received field in the New Receipt Amount column, change the payment as needed.

6. Enter the correct Amount Applied in the New Receipt Amount column to change the payment.

7. Click OK to distribute the new payment amount and enter the amounts in the New Amount section for each item. If needed, use the following buttons: 

   • Auto Apply - The system automatically distributes payment.

   • Reverse - Removes the entire payment.

8. Click Actions on the action bar, then select Post Payment Adjustment to record the adjustment.