What is a payment adjustment?

A payment adjustment is a transaction that corrects or modifies the amount or details of a payment entry.


Use a payment adjustment to

  • Adjust service balance. You can use a payment adjustment to apply a credit for one service to the balance left on another service.

  • Refund an overpayment. You can refund the overpayment amount and issue a check.

  • Reverse a payment. You can reverse payment on a check with non-sufficient funds.

Note: The payment adjustment entry will leave a clearly defined audit trail.


Watch a video

Entering Payment Adjustments (4m14s)


How do I adjust a service balance?

How do I refund an overpayment?

How do I reverse payment on an NSF check?

How do I charge an NSF check fee?

How do I change the default action?

How do I delete a payment adjustment?



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