A payment adjustment is used to modify how a payment is applied—without changing the original payment itself.

What it’s for

It lets you correct or refine the impact of a payment while preserving a clear record of what was received and how it was handled.

Why you would enter one

You’d create a payment adjustment when the payment is valid, but how it’s applied needs to change:

• Correct an overpayment or underpayment
  Adjust the amount applied so the balance reflects what should have been paid.
  
  
• Reallocate a payment
  Move all or part of a payment to the correct license, charge, or account.
  
  
• Issue a credit or partial refund
  Reflect money that should be returned or held as a credit.
  
  
• Fix processing errors
  Address mistakes made during entry or allocation without deleting the original payment.

In practice

Entering a payment adjustment keeps the financial history intact. The original payment remains visible, and the adjustment clearly shows how its impact was corrected—making the record both accurate and easy to follow.

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

2. Enter the Date.

The system will use this date to record the transaction.

Do you want to use the current date as the transaction date?

• 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. Enter the Owner.

An owner legally owns the property.

What is the owner's name?

• I know the owner's name. Click on the Owner field, 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. Enter the Check Number.

A check number is a unique number that is assigned to each check.

Is the payment adjustment a check?

• Yes, the payment adjustment is a check. Click on the Check Number field, then type in the check number.

• No, the payment adjustment is not a check. Continue to the next step.

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 payment 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: Payment Adjustment.

8. Enter the Amount.

Use Amount to enter the adjustment amount.

What is the payment adjustment amount?

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

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

9. Enter the Comment.

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

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 entry has been saved.