Post an Adjustment from the Balance Adjustment Screen

1. Go to Main Menu > Billing > Balance Adjustment.

2. Use the Filters to locate the invoice(s). Select the Payor, Date From and Date To.

3. Click Refresh.

4. Select the checkbox(es) for the desired invoice(s). The Select Max Records and Select None Checkboxes in the Write-Off Options section are used to select or deselect all records in the results list.

5. Enter a Check/Ref No to identify the adjustment.

6. Select the Payment Code type.

7. Enter a Write-Off Date for the adjustment to be dated.

8. Click Post Now.