When to do a Payment Adjustment

A Dues Payment Adjustment is done when you need to remove, adjust, or reverse a posted payment from a Member’s record. Examples: Incorrect Payment Amount, Bounced Check (NSF), Payment Posted to Incorrect Member Record.

Making a Payment Adjustment

1. Go to Payment Adjustment under the Dues Processing menu.
2. Do a Member Search and Select Applicable Member.
3. A list of Adjustable Payments will appear.
   • If a payment was adjusted to $0, it will not reappear.
4. Click the Edit Action button (paper & pencil) once locating the payment to adjust.
   • Correction entry boxes will populate below the Payment History Table.
5. Enter the Corrected Amount
   1. If the money was not actually received, the Corrected Amount should be 0
6. Select a Reason for the Correction (this will display on Receipt).
7. Click Correct Payment.
   • The Payment Correction Transaction Preview will display the payment correction and the current Balance.
   • There is an area to enter a Note for the Member.  An example, “An adjustment payment was processed due to a returned Check (NSF). Please pay with money order or cash by the end of the month. Be sure to include the $25 NSF fee.”
8. Allocate the Payment.
   • There may be more than one transaction/description to apply the payment. Other fees and/or Charges may appear here.
9. Click Save.
10. Review the Payment Correction Transaction Preview.
    • There is an area to add Notes to the Member’s Receipt.
    • An Example note is: “Your check was returned as NFS. Please pay with a money order or cash by the end of the month along with a $25 NFS Fee.”
11. Click the Save button after entering a message.