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Add an adjustment

An adjustment is an increase or decrease in the amount of a charge or payment.

There are three types of adjustments available: Charge, Payment, and Transfer adjustments. Each adjustment has a code and basic default settings associated with it via Practice Settings.

Each type of adjustment can only be used on a specific line item type. For example, a payment adjustment cannot be used on a charge. If an adjustment is entered opposite to the debit or credit status of the adjustment, a notice appears stating the entry is opposite of normal expectations.