Batch Payment Adjustments

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

Use the Batch Payment Adjustments page to create a batch of adjustments to adjust the payment amount on several receipts during the same session.

The following item displays on the action bar:

• Post Payment Adjustment

Create Payment Adjustment Batches

1. Click Add New.
2. Enter the Receipt Number, Adjustment Date, and Comment fields as needed. The Control Number defaults to the next available number.
3. Click OK. The system creates a reference number for each adjustment, which is prefixed by the letters PA (Payment Adjustment), as well as a control number for the batch. For example, PA00000001.
4. Correct the Amount Received field in the New Receipt Amount column if needed.
5. Distribute the new payment amount:
   • For manual distribution, click OK, and enter the amounts in the New Amount section for each item.
   • For automatic distribution, click Auto Apply.
6. Click Actions on the action bar, then choose Post Payment Adjustment to post the payment adjustment.

7. Repeat Steps 4-6 for each payment adjustment you want to add to the batch.

   

   Use the same Control Number for each adjustment to keep them all in the desired batch.

8. When finished, click Back.

Generate Batch Payment Adjustments Reports

1. Enter criteria identifying the records, then click Find. To run an advanced search, click Advanced.
2. Click Print.
3. Specify how you want to generate the report, then click OK. The report's default file name is mradjpay.rpt.