How do I manually allocate a payment adjustment?
Manually allocating a payment adjustment lets you control exactly where the adjusted amount is applied—so the impact of the correction lands in the right place.
What it does
A payment adjustment changes how a payment affects the account. Manual allocation ensures that change is applied to the correct license, charge, or balance.
Why you would do it
You’d manually allocate a payment adjustment when the default allocation doesn’t reflect what actually happened:
- Direct the correction to the right item
Ensure the adjusted amount applies to the intended license or fee.
- Fix misapplied adjustments
Reassign an adjustment that was applied to the wrong charge or account.
- Handle partial reallocations
Split the adjustment across multiple items when only part of a payment needs correction.
- Prioritize specific balances
Apply the adjustment to overdue or time-sensitive charges first.
In practice
Manual allocation gives you precision. It ensures that both the payment and its adjustment tell a consistent, accurate story—so balances, reporting, and account history all align.
Important! The system will save the transaction when the Allocated amount is equal to the adjustment amount.
Do this...
1. Open Connect Animal License > Licenses > Enter Payment Adjustments.
2. Click the button titled Manual Allocation Mode (SHIFT+F11).
The Manual Allocation Mode icon displays in the tool tray.
3. Enter the rest of the payment adjustment as usual.
4. Use the grid to allocate the amount.
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