A billing adjustment in Connect Animal License is used to intentionally change the amount of a charge—without altering the original fee itself.

What it’s for
It lets you account for real-world situations that fall outside standard billing rules, while still preserving a clear record of what changed and why.

Why you would enter one
You’d create a billing adjustment when the system-generated amount needs to be modified:

• Apply a discount or waiver
  Reduce or remove fees due to eligibility, promotions, or administrative decisions.
  
  
• Add a penalty or additional charge
  Reflect late fees, replacements, or other non-standard costs.
  
  
• Correct a billing issue
  Adjust for overcharges, undercharges, or timing discrepancies.
  
  
• Handle exceptions
  Accommodate unique cases that aren’t covered by default pricing or workflows.

In practice
Entering a billing adjustment is the cleanest way to modify a balance while maintaining transparency. The original charge remains intact, and the adjustment clearly shows how and why the final amount changed.

Do this...

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

2. Do you want to use the current date as the transaction date? The system will use this date to record the transaction.

• Yes, I want to use the current date. Continue to the next step.

• No, I want to use a different date. Click on the Date field, then type in a MM/DD/YYYY.

3. The system will assign the next reference number.

4. What is the owner's name?

• I know the owner's name. Click on the Owner field, and then type it in.

• I do not know the owner's name. Click the Search button, located at the end of the Owner field. Use the list to select the owner's name.

5. Skip the Check Number field.

6. Enter the Source ID.

The Source ID is an information only field. You can use it to store additional information such as a document number, approval code, payee name, and so on.

Do you want to include a Source ID?

• Yes, I want to add a source ID. Click on the Source ID field, and then start typing.

• No, I do not want to add a source ID. Continue to the next step. Continue to the next step.

7. Enter the Description.

The system uses this description as the transaction description.

What is the billing adjustment description?

• I want to use the default description. The default description is displaying in the Description field. Continue to the next step.

• I want to use a different description. Click on the Description field, and then type in a transaction description. Example: Billing Adjustment

8. Enter the Amount.

Use Amount to enter the adjustment amount.

What is the billing adjustment amount?

• The billing adjustment is the displayed amount. Continue to the next step.

• The billing adjustment is a different amount. Click on the Amount field, and then type in the billing adjustment amount. 

9. Enter a Comment.

The comment field lets you record a note about the transaction. This field is optional.

Do you want to add a comment?

• Yes, I want to add a comment. Click the Comments button. It's located next to the Amount field.

• No, I do not want to add a comment. Continue to the next step.

10. Press Enter again or click Save (CTRL+S).

The billing adjustment is recorded.