Hints and Tips for Payment Adjustments

Following are some things to remember when making payment adjustments:

Payment adjustments reverse the entry. You cannot partially adjust a payment. If the payment was posted for the wrong amount, you must adjust the payment posted in error and re-post the payment for the correct amount.
Payments and payment adjustments posted on the same daysheet do not affect collection totals.
When making a payment adjustment, you can receive the following message: Unable to Reverse Original Payment. The Original Payment is on the current Daysheet. The Daysheet must be closed before Reversing this Payment! More...

This situation occurs if you have temporarily changed the location prior to posting the payment. You must close the daysheet and then make the payment adjustment.
If a credit card was posted in error and the transaction has not yet been settled, click the Posted in Error button to remove the credit card payment from the list of pending transactions.
If a credit card was posted in error and the transaction has already been settled, click the Posted in Error button to reverse the credit card payment. The Process Refund window is displayed, asking if you would like to process a refund. Select Yes to create a separate transaction to be settled later.