Knowledgebase

Payment Adjustments are necessary when an order balance must be changed for any reason other than a payment. This may be to apply a discount, write off the order, or any other number of reasons. It is important to carefully apply adjustments to ensure that financial reports are accurate. 

1. Go to Orders and Transactions > Orders & Invoices.
   
2. Use the Search box to find the appropriate order.
   
   
   
   
3. Click on the Order to edit.
   
   
4. Within the Payment Information section, click the Add an Adjustment button.
   
   
5. Select the appropriate adjustment type from the drop down list. A description of the adjustment type is listed on the right side of the screen for reference.
   
    
   
   

   Tip: When adding an adjustment, we recommend adding additional information in the Comment field so you can later reference why an adjustment was needed.

6. Click Next.
7. Enter your adjustment amount, if applicable. The field will change depending on the Adjustment Type that was selected in the previous step. 
   
   
8. Click Next.
9. The All Done screen will confirm that you added a payment adjustment, and will display information about the adjustment you entered. Click the Return to Order Manager button. 
   
   
10. The Payment and Adjustment View tab will show you the adjustment records for each order.
    
    
11. You have the ability to filter this list and download an excel spreadsheet if needed.