Toolbar:
Keys: CTRL+Y
Use the Adjust Payment screen to make adjustments to the payment of an order. Here you can:
Record a bounced check;
Record a credit card payment that was charged back;
Adjust the amount of a check or other payment that was incorrectly entered;
Enter a new payment.
Adjustments are made to orders individually, not to a subscription as a whole. To make an adjustment use the Lookup screen to locate the order. On the Lookup (Orders) screen click the order you want to adjust and select 'Adjust...', then 'Adjust payment' from the 'Transactions' menu, or enter Ctrl-Y on the keyboard.
The 'Adjust Payment' screen includes a list of all of the payments, refunds and bounced payments that were previously entered.
To report a bounced check or charged-back credit card payment, select the payment and click the 'Bounced payment' button. You will be asked to confirm the amount of the payment that was bounced. You cannot partially bounce a payment.
To increase or decrease the amount of a payment that was entered incorrectly, select the payment and click the 'Adjust payment' button. You will be asked for the amount you wish to add to the payment. If you originally entered a payment that was too large then use a negative number to decrease the amount of the payment.
To enter a completely new payment click the 'New payment' button. You will be asked for the payment type, the payment amount. If you use a credit card payment type (except for the pre-processed credit card codes) then you will be prompted to enter the credit card number, expiration date and CVV2 value and the credit card will be charged immediately, online. We do not recommend that you habitually use the 'Adjust payment' screen to enter all payments. Use the normal 'Payments' transaction instead. That transaction screen includes extra features that the 'Adjust payment' screen does not, such as the ability to automatically reinstate subscriptions that were previously suspended for non-payment.