How_do_I_change_a_payment_adjustment_

How do I change a payment adjustment?

A payment adjustment modifies how a recorded payment affects the account—without removing the payment itself.

 

What it does

Changing a payment adjustment updates how much of a payment is applied, credited, or corrected, ensuring the final balance reflects what was actually intended.

 

Why you would change it

You’d update a payment adjustment when the original handling of a payment needs refinement:

  • Correct the applied amount
    The adjustment was entered with the wrong value or needs recalculation.

  • Fix allocation issues
    The payment was applied to the wrong license, charge, or account.

  • Update the context
    New information changes how the payment should be treated (e.g., refund vs. credit).

  • Resolve discrepancies
    Align the system with real-world transactions, such as partial payments or corrections.

 

In practice

Changing a payment adjustment keeps the payment intact while refining its impact. It’s the right approach when the transaction is valid—but how it was applied needs to be accurate and clearly documented.

 


Do this...

1. Open Connect Animal License > Licenses > Enter Payment Adjustments.

2. Click Edit (CTRL+E).

3. Enter the Amount.

Use Amount to enter the adjustment amount.

On what date was the payment adjustment entered?

  • Type in the MM/DD/YYYY in the Date field. All of the payment adjustment transactions will display in the grid, located on the lower right portion of the form.

4. Use the grid to identify which transaction to edit.

5. Type the transaction's reference number in the Reference Number field.

6. Now, update the payment adjustment entry.

The updated entry has been saved.

 

 

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