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.

To get to your service center, click Management in the top menu.

In the left menu, click Billing Setup and select Adjustment Reasons in the submenu.

The Adjustment Reasons page will open. To find an existing adjustment reason, use the filters at the top of the page.

To remove a filter, hit the X in the field.

To clear all filters and search criteria, click the circular arrow on the right.

Once you’ve found the desired adjustment reason, click to open the window.

Click the blue plus sign in the top right of the Adjustment Reason page.

The New Adjustment Reason window will open. Enter the following information:

Click Save to create the new adjustment reason.

Locate the desired adjustment reason and then click to open the Edit Adjustment Reason window.

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.

Locate the desired adjustment reason and hover. Click the trashcan icon to the far right. The adjustment reason will be permanently deleted.