Payment Adjustments
A payment adjustment is a transaction that corrects or modifies the amount or details of a payment entry. Use a payment adjustment to:
Refund an overpayment
Reverse an applied payment
Enter payment adjustments
2. Verify the date.
3. Enter the plot.
You can enter the plot number or owner. You can also Search this field.
The transaction summary displays the payment transaction for the plot owner.
4. Select Refund Unapplied Payment as the Action.
5. Select the checkbox next to the transaction that you want to refund.
6. Click Adjust.
The
transaction to refund the unapplied payment is saved.
Reversing an applied payment
1. Open Connect Cemetery Management > Plots > Enter Payment Adjustments.
2. Verify the date.
3. Enter the plot.
You can enter the plot number or owner. You can also Search this field.
The transaction summary displays the payment transactions for the plot owner.
4. Select Reverse Applied Payment as the Action.
5. Select the checkbox next to the transaction that you want to reverse.
6. Click Adjust.
The
transaction to reverse the applied payment is saved. To apply the unapplied
payment, see the help topic titled How
do I apply an unapplied payment?
Deleting a payment adjustment
1. Open Connect Cemetery Management > Plots > Enter Payment Adjustments.
2. Enter the date when the payment adjustment was created.
The payment adjustment transactions that were created on the selected date will display in the grid on the right-side of the screen.
3. Click Delete/Abort (CTRL+D).
The Delete Payment Adjustments dialog box displays on the screen.
4. Click to select Delete Single Reference Number.
5. Enter the reference number and then click OK.
The payment adjustment transaction is deleted.
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