How_do_I_change_a_billing_adjustment_

How do I change a billing adjustment?

Update a transaction that records a billing adjustment.

Changing a billing adjustment allows you to update or correct an adjustment that has already been applied to an account. This helps ensure that account balances and billing records remain accurate.

You might change a billing adjustment to correct amounts, update adjustment details, fix billing errors, apply revised credits or charges, or reflect account changes after a review or dispute. Updating billing adjustments also helps support accurate reconciliation, reporting, audit tracking, and overall account management within Business Tax Collection.

Changing a billing adjustment

1. Open Connect Business Tax Collection > Businesses > Enter Billing Adjustments.

2. Click Edit (CTRL+E).

3. Use the Date field to enter the same input date that you used to record the transaction.

The transaction grid displays all of the transactions that were created on the input date.

4. Enter the reference number.

5. Now, change the properties on the payment adjustment.

6. Click Save (CTRL+S).

The updated record is saved.

 

 

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