Add a payment adjustment

Payment Adjustments are associated with previous payments such as when a payment is entered incorrectly.

1. Select the checkbox for the payment(s) you want to adjust
2. Select Add Adjustment
3. Choose the code from the Adjustment Code Group drop-down menu the desired adjustment is from
4. Choose the code from the Adjustment Code drop-down menu
   1. Choosing the adjustment code displays a summary of it in the top right corner of the window. This includes its description, default amount, and whether it is a credit or debit adjustment.
      1. Credit adjustments decrease what the patients owes to the clinic
      2. Debit adjustments increase what the patients owes to the clinic
5. Confirm the Payment Method
6. Confirm the Adjustment Applied Date
7. Select Add Note to add a note to the adjustment if necessary
8. Confirm that the Total Adjustment Amount matches the desired result
   1. You can manually edit the Adjustment Amount if necessary.
9. Select Add Adjustment

The adjustment now appears as a line item in the Main Ledger, Adjustment, and Detailed Ledger tabs.