Adjustments

the adjustments tab in home / accounts lists all financial modifications, including credit a/r account, debit a/r account, and refund a/r account adjustments are used to correct balances, apply credits, or issue refunds while maintaining accurate financial records credit a/r account adjustments can be applied to invoices or charges to reduce the amount owed they are commonly used to waive fees, apply discounts, scholarships, or bursaries when issuing a refund, a credit must be applied first to ensure it is properly allocated to the correct invoices before processing the refund this maintains a clear audit trail and ensures accurate reconciliation refund a/r account adjustments allow you to adjust a payment when a refund is required when a refund adjustment is applied to a payment, any invoices or charges that the payment was originally applied to will also be affected, ensuring accurate financial tracking while debit a/r account is not commonly used or required, it remains an available option for manually debiting a student account, functioning similarly to applying a charge from this tab, you can create a new adjustment by clicking the green new adjustment button you can also use the toolbar in the top right to search, filter, or export data for reporting and record keeping for step by step instructions on processing adjustments and exploring the available options, visit the docid\ fu7psyb abwyccq27cb g section of the user guide