How to Make a Payment Adjustment

This article will guide you through the process of adding an adjustment, useful for situations like price changes or slight overpayments or underpayments by customers.

Step 1: Navigate to the payments section.

Step 2: Click on add new adjustment.

Step 3: In the type field, select customer.

Step 4: Choose addition and apply it to the invoice.

Step 5: Provide a display text for the adjustment.

Step 6: If necessary, add any notes.

Step 7: Verify the invoice number and ensure it's for the correct customer.

Step 8: Click save. The adjustment will now apply to the customer's balance.

You'll see that the balance is now zero.