- Adjustment Types
- How to Create Adjustments
- Viewing Adjustments
- Posting Adjustments
This article is meant to assist you with adding adjustments to invoices. Adjustments can be created to correct incorrect invoice amounts, reverse payments made for an invoice, and more. This is part of the optional add-on tool, for Enterprise Accounting. If you are interested in the extendedReach Enterprise Accounting tool, please contact firstname.lastname@example.org.
If you have a question not addressed here, you can search at the bottom of this article in Related Articles or contact support at email@example.com.
There are several adjustment types that can be made and applied to invoices. The adjustment types are as follows:
- Fee Reduction
- Fee Increase
- Internal Transfer
- NSF Check Fee
- Provider Discount
- Recovered Bad Debt Income
- Reverse Internal Transfer
- Reverse Payment
- Reverse Prepaid
- Reverse Provider Discount
- Reverse Writeoff
- Transfer Credit Balances
- Use Prepaid Funding
How to Create Adjustments
To create an adjustment, go to the client's Financial tab and click on the green "Adjustment" button.
Image: Add adjustment
In the Adjustment Information section, enter in the date of adjustment, select the adjustment type, add the adjustment amount, apply it to the appropriate invoice, and add a memo (optional).
To apply an adjustment to an invoice, click on the hyperlinked "Apply To" field. A pop-up will then appear where you can select the invoice to apply it to. Click on the hyperlinked invoice number to select the particular invoice.
Image: Apply adjustment to invoice
Once you have filled out the adjustment information, click on Save.
Image: Save adjustment
All adjustments made for a case can be found under their Financial tab; you can filter the Financial Records to show only Adjustments.
Image: All case adjustments
To post any adjustments to your accounting system, go to System Settings > Posting: Ready to Post > Post. For more information on how to post items, click here.
All posted adjustments can be viewed under the Financial Summaries Menu > Posted: Adjustments. The posted adjustments view can also be exported to Excel by clicking on the Excel button to further filter, sort, and organize the data.
Image: Viewing posted adjustments