A/R Adjustments

New Adjustment

If you need to create an AR adjustment, you can do so from the AR tab of the customer folder (click the Adjustment button at the bottom of the screen).

Select if you would like to apply the adjustment against the customer or insurance company at the top, verify the date, enter the amount, select the claim to apply the adjustment against (if there is more than one estimate on the folder), and select the reason and allocation location. The Financial Category will load based on the selected reason. Enter any notes in the Notes box.
 

Example 1

The insurance company is being discounted $100.00 for a DRP Agreement, this is used when cash is not actually refunded but discounted

Example 2

Both you and an insurance company owe each other a sum of money. What you owe them is $10.00 more but they want to call it even.

Reverse an Adjustment

To reverse an adjustment, simply click the Details button on the button bar and then the red reverse icon.

*You can also access the Adjustments screen from Accounting [Accounts Receivable] / Adjustments