Batch Billing Adjustments

Menu Path:  From Billing & Receipts, select Miscellaneous Billing, select Financial Transactions, then select Batch Billing Adjustments.

To adjust the billed amounts on several invoices during the same session and review them before posting to customer accounts, you can create a batch of adjustments. You must have the invoice numbers to adjust billed amounts.

When posting the adjustment, the system creates a reference number prefixed by the letters BA (For Batch Adjustment), for example, BA00000001.

This page includes display-only field sections you can use to verify invoice and adjustment information:

• Total Charges
• Total Taxes
• Total Invoice
• Adjustment Detail
• Invoice
• Adjustment

Create Batch Billing Adjustments

1. Click Add New.
2. Complete the fields as needed. For details, refer to Fields.
3. Click OK.

Update Batch Billing Adjustments

1. Enter criteria identifying the records, then click Find.
2. Select the desired record, then click OK.
3. Update the fields as needed. For details, refer to Fields.
4. Click OK.

Generate Batch Billing Adjustment Reports

1. Click Print.
2. Specify how you want to generate the report, then click OK. The report's default file name is mrbaedit.rpt.

Post Billing Adjustments

1. Click Actions on the action bar, then choose Post.
2. Enter the appropriate Control Number, then click OK.

Fields

Billing Adjustment Section

New Amount