Entering Adjustments
Adjustments can be made to any previous invoice. They must be applied to an invoice number and an invoice line item.
To Enter and Adjustments:
- Click on the "Adjust" tab and click "New"
- Select a Resident
- Select an Invoice - MAKE SURE THE "INVOICE TOTAL" DOES NOT HAVE A $0.00 TOTAL
- Enter the adjustment amount (putting a "-" in front of the amount will INCREASE the amount due)
- Select an "Adjustment Type"
- Enter an "Adjustment Date" - be sure to keep the date in the "current billing period" so the adjustment appears on the next statement
- Select the adjustment reason
- Enter a "note" (optional)
- Apply to invoice line items - you can select one or more line items and specify how much is applied to each line.
NOTE: When applying to each line item, please note the payer by each line item. If you want to increase or decrease a certain payer account, make sure you select the correct line item associated with each payer.