---
title: Adjustments
slug: adjustments
createdAt: 2025-02-07T14:15:52.843Z
---

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.

![](https://api.archbee.com/api/optimize/dAaYdF15xm67t_NLKoQQv/DgNl4RkiaEQLOVBd61zmO_screen-shot-2025-02-08-at-121900-pm.png)

**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 [Student Accounts / Adjustments](docId\:fu7pSyb_ABWYcCQ27Cb-G) section of the User Guide.