---
title: "Adding Adjustments"
slug: "adding-adjustments"
updated: 2026-08-10T20:23:05Z
published: 2026-08-10T20:23:05Z
canonical: "help.idibilling.com/adding-adjustments"
---

> ## 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 Adjustments

![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/76786.png?sv=2026-02-06&spr=https&st=2026-11-14T11%3A19%3A46Z&se=2026-11-14T12%3A19%3A46Z&sr=c&sp=r&sig=UMkqJ0YlyyKUFzxsem%2BjoaHT6%2BtZsuteq5vmkRTvMJM%3D)

To add a new adjustment:

1. Right-click a row and select **New**. The New Adjustment window is displayed.

![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/76787.png?sv=2026-02-06&spr=https&st=2026-11-14T11%3A19%3A46Z&se=2026-11-14T12%3A19%3A46Z&sr=c&sp=r&sig=UMkqJ0YlyyKUFzxsem%2BjoaHT6%2BtZsuteq5vmkRTvMJM%3D)
2. Enter the Add Adjustment information described below:

| Customer Name | Displays the name of the subscriber. > [!NOTE] > Note > > Once you enter the Account Number, the system fills in the Customer Name. |
| --- | --- |
| Account Number | Enter the unique identifier of the account. |
| Account Status | The state of the account. > [!NOTE] > Note > > Once you enter the Account Number, the system fills in the Account Status. |
| Billing Status | The billing status associated with the customer’s account status. > [!NOTE] > Note > > Once you enter the Account Number, the system fills in the Billing Status. |
| Total Amount Due | The current total amount due of the account. > [!NOTE] > Note > > Once you enter the Account Number, the system fills in the Total Amount Due. |
| Aging Group | The customer’s balance aging group. > [!NOTE] > Note > > Once you enter the Account Number, the system fills in the Aging Group. |
| Amount | Enter the dollar value of the adjustment. |
| Adjustment Date | Select the date when the adjustment was made or accept the current date. |
| Adjustment Type | Select the Adjustment Type from the drop-down list. The Adjustment Type determines whether the adjustment is a credit or a debit. A credit is applied to the account balances as a negative adjustment amount and a debit is applied to the account balances as a positive adjustment amount. |
| Reason | Select an additional description of the adjustment from the drop-down list. |
| Check Number | Enter the number of the check for the adjustment, if applicable. |
| Description | Enter the text explanation of the adjustment, if applicable. |
| Batch Number | Enter the Batch Number used to help track adjustments, if appropriate. |
| Adjustment Allocation |
| Apply to Invoice Number | Select the number of the invoice on which the original charge was found. |
| Apply To Invoice Category | Select the Invoice Category. |
| Block Adjustment | Select this check box to block an adjustment. > [!NOTE] > Note > > To unblock adjustments, you must have the appropriate permissions. |
3. Click **Save** to add the adjustment.

Once you have added an adjustment, the Add Adjustment fields reset and are ready for your next adjustment. If you do not have any more adjustments to add, click **Cancel**.