Overview
Adjustment reasons can be used to record price adjustments, credits, write-offs, or other reasons that may be applicable to adjust an invoice or service line balance. When posting adjustments to invoices, an adjustment reason is a required selection. As an admin, you can manage the reasons that are available for users to select.
In this article, we’ll go over how to create and manage adjustment reasons available to users.
Locate Adjustment Reasons
To locate Adjustment Reasons in your Billing, go to:
Management > Billing Setup > Adjustment Reasons
This will bring you to your Adjustment Reasons queue where you can view all the Adjustment Reasons that have already been added to NikoHealth.
Create an Adjustment Reason
While in the Adjustment Reasons queue, you can create a new Adjustment Reason. Click on the Blue NikoHealth Plus Sign action button. 
The New Adjustment Reason window will open.
Enter the following information:
Name - Enter a title for the adjustment reason. This is what will appear in dropdown options.
Description - An optional field to add more information about when the adjustment should be used.
Click Save to create the new adjustment reason.
Edit/Update an Adjustment Reason
To edit or update an existing Adjustment Reason, navigate to the Adjustment Reasons queue. Locate the Adjust Reason you wish to edit and click on it.
A popup box will appear to Edit Adjustment Reason.
Update the Name or Description field as needed. Any changes will automatically update existing records and be applied to future ones.
Click Save to keep your changes.
Delete an Adjustment Reason
Removing an adjustment reason cannot be undone. Use caution before deleting an adjustment reason.
To Delete an existing Adjustment Reason, navigate to the Adjustment Reasons queue. Locate the Adjust Reason you wish to Delete and hover over it.
A red trash can will appear on the right hand side of the Adjustment Reason.
Click the trashcan to delete.
The adjustment reason will be permanently deleted.