Creating an Adjustment Charge Line

If you use Accounts Receivable, there may be a time when you need to create a charge line for a past invoice. You would only need to do this if you find out after the invoice was posted that another payer is going to be paying on that invoice or you use G/L codes and a charge was not invoiced.  If that is the case, you will add to add a payer/charge line which will add a $0.00 amount so an adjustment can be applied to it.

To Create a Charge Line:

  • Go to People > Resident > Select the Resident
  • Select the Charges option and navigate to the invoice that needs adjusted
  • Go back to the correct month/invoice and click "Add Line"
  • Select the Payer
  • Select the GL code
  • Enter the charge description
  • Optionally select Pre-bill

  • You will now see your charge screen contains a new line item

Apply Adjustment to the New Line:

  • Click Adjust Charges
  • Select the Adjustment Type and Adjustment Reason
  • Enter the Adjustment Date*
  • When finished - press Save

* (In the example shown - I created the line on the March invoice and marked it "Pre-bill".  The adjustment date for this lines needs to be 4/30/20 or later)