Add an adjustment

Adjustments in Utilmate allow you to correct or modify account balances without creating a new charge or receipt. They are typically used to account for billing discrepancies, write-offs, credits, or other financial corrections, helping ensure your customer accounts remain accurate and up to date.

An adjustment can be added to a customer from the Accounts Receivable menu, Transaction List, then select Add Adjustment from the Other Actions dropdown list.

Enter the below information into "Add adjustment wizard" screen

• Adjustment reason
• Date
• Amount
• Notes - these are in internal notes you would like as to why the adjustment was done

Important: It is important to select the correct adjustment reason:

• Any with DR will increase the customer's balance and CR will decrease the customer's balance
• Any with "No GST" does not include any tax component
• The description will be shown on the customer's next invoice

Note:  Adjustments require approval before they impact a customer's balance.  This can be done from the Charge, receipt & adjustment approval dashboard screen.