Adjust Refunds

To adjust a posted refund, select Adjust. Enter the adjustment details, including the new date and reason, then save.

Tip: Make an adjustment to a refund when you need to reverse an incorrect post and add a new one with new distributions. If the refund hasn't posted, select Edit to instead make changes to the refund record.

From Receivables, Clients, open a client's record and select Activity to find the refund record. When adjusting a refund:

• You must have applicable permissions.

• The refund's status must be Posted.

• You can only make an adjustment when all other adjustments have posted for the refund.

• You can delete an adjustment if it hasn't posted.

• You can't adjust a refund with a Sales tax billing item.

• You can't adjust a refund with an application. You must remove the applications, adjust the refund, and then apply applications again.