--- title: "Adding an Adjustment" slug: "adding-an-adjustment" updated: 2026-07-14T17:32:55Z published: 2026-07-14T17:32:55Z canonical: "help.idibilling.com/adding-an-adjustment" --- > ## Documentation Index > Fetch the complete documentation index at: https://help.idibilling.com/llms.txt > Use this file to discover all available pages before exploring further. # Adding an Adjustment Adjustments can be added to an account from the Account Balance form. **(Show picture)** ![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/88184.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A41%3A37Z&se=2026-11-14T11%3A41%3A37Z&sr=c&sp=r&sig=8X7opFtB7DwqdCJbBTfgdRgmp6f8TtX51g9zA6%2F%2B8gU%3D) Clicking **NEW ADJUSTMENT** opens the Create Adjustment form. **(Show picture)** ![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/88186.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A41%3A37Z&se=2026-11-14T11%3A41%3A37Z&sr=c&sp=r&sig=8X7opFtB7DwqdCJbBTfgdRgmp6f8TtX51g9zA6%2F%2B8gU%3D) - Total Amount Due is a read-only field. - Amount, Adjustment Date, and Adjustment Type are required. > [!NOTE] > Note > > The drop down list for Adjustment Type is configured in Admin Console and includes an indicator of if the Adjustment Type is a credit or a debit. - You may also enter Reason (configured in Admin Console), Check Number, Batch Name, and Description. - Block Posting (***defaults to unchecked). C***heck to prevent the Adjustment from being posted immediately (for example, if you need to investigate an issue before allowing the Adjustment to go through). > [!NOTE] > Note > > You can use the Create Adjustments as Blocked setting (**MANAGE** > **Settings** > **General**) to have all adjustments created as blocked by default. When this setting is enabled, you still have the ability to toggle this check box on creating a new Adjustment. **(More)** When enabled, all adjustments created in Customer Care, including click-to-credit adjustments, will have ***Block Posting*** checked by default. This setting is off by default. It can be enable for all users, or for specific user groups. Selecting no user groups in the ***Applies To*** property applies this setting to all users (Everyone). Notes: - For user groups to work, user IDs between SaaS security and CostGuard Client need to by synched. - This does not control whether a user can check or uncheck the Block Posting property; that is based on permissions. The Block/Unblock Adjustments permission is required to change this property. ![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/85872(1).png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A41%3A37Z&se=2026-11-14T11%3A41%3A37Z&sr=c&sp=r&sig=8X7opFtB7DwqdCJbBTfgdRgmp6f8TtX51g9zA6%2F%2B8gU%3D) - The Invoice and Invoice Category pull down menus let you select a specific invoice and/or invoice category to apply the adjustment. See also: - **More on Adjustments** #### Validation Validation is performed when you save the Adjustment. If the Amount entered exceeds the value specified by Data Profile > Adjustments > MAXAMOUNT, the field fails validation and the following message is displayed: ***This value exceeds the maximum allowed value of ***. #### Duplicate Adjustment Check When you save an Adjustment the system verifies if the Type selected is configured to not allow duplicate Adjustments (Allow Duplicates = false). If duplicates are not allowed the system checks to see if an Adjustment of the same type already exists on the account with the same amount and same transaction date. If a duplicate is found then a pop-up is displayed with the Title "Duplicate Adjustment Found". The message reads: "This adjustment cannot be created because an adjustment of the same type and amount already exists on this account for the specified date. The selected adjustment type does allow duplicates." #### Processing If the Adjustment is not marked as blocked or dated for the future, when you click **Save** the Create Adjustment pop-up is replaced with the ***Processing*** pop-up. If the Adjustment is not meant to process immediately they are returned to the Balances grid. #### Backdating Control Creating Payments and Adjustments can be governed by Backdating controls if this functionality is enabled. When you click **SAVE** on creating or editing a Payment or Adjustment the system checks the ***Enable Backdating Control*** setting in Desktop Client ->Applications->Accounts Receivable Management ->Backdating Controls if the date for the transaction is set to a date in the past. If the setting is set to true and the date specified is a date that is closed to backdating then a pop-up message is displayed to indicate the selected month is closed to new transactions. A month is considered to be closed to backdating if the number of days configured in the ***Previous Month Will close...*** setting have elapsed since the last day of the previous month. - **Modifying Unposted Adjustments** #### Editing The **EDIT** button is displayed on the Adjustment Detail form for an unposted Adjustment if the Adjustment did not originate from an E-pay transaction or if it is not an allocation of a corporate account Adjustment. ![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/76938.wmf?sv=2026-02-06&spr=https&st=2026-11-14T10%3A41%3A37Z&se=2026-11-14T11%3A41%3A37Z&sr=c&sp=r&sig=8X7opFtB7DwqdCJbBTfgdRgmp6f8TtX51g9zA6%2F%2B8gU%3D) Clicking **EDIT** opens up the Edit Adjustment pop-up. ![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/76939.wmf?sv=2026-02-06&spr=https&st=2026-11-14T10%3A41%3A37Z&se=2026-11-14T11%3A41%3A37Z&sr=c&sp=r&sig=8X7opFtB7DwqdCJbBTfgdRgmp6f8TtX51g9zA6%2F%2B8gU%3D) Edit the available fields as needed. Validation is performed when you click **SAVE**. If the Amount entered exceeds the value specified by Data Profile->Adjustments->MAXAMOUNT, the field fails validation and the following message is displayed: ***This value exceeds the maximum allowed value of ***. If all validation passes, the edits are saved, the Adjustment is modified, and you return to the Adjustment Detail page which is refreshed. #### Deleting A **DELETE** button is displayed on the Adjustment Detail form for an unposted Adjustment if the Adjustment did not originate from an E-pay transaction or is a corporate account allocation. Clicking **DELETE** displays a Confirmation pop-up: ***You have selected to delete this Adjustment . Continue?*** #### Blocking A **BLOCK** button is displayed on the Adjustment Detail form for an unposted, unblocked Adjustment if the Adjustment did not originate from an E-pay transaction or if it is not a corporate account Adjustment allocation. Clicking **BLOCK** displays a Confirmation pop-up: ***You have selected to block this Adjustment. Continue?*** #### Unblocking An **UNBLOCK** button is displayed on the Adjustment Detail form for an unposted, blocked Adjustment if the Adjustment did not originate from an E-pay transaction or if it is not a corporate account Adjustment allocation. Clicking **UNBLOCK**displays the OmniSearch page where you can search on an Account, Adjustment, Cart, Follow Up, Journal, Order, Payment, Service Address, or Workflow . displays a confirmation pop-up: ***You have selected to unblock this Adjustment. Continue?***