---
title: "Reversing an Adjustment"
slug: "reversing-an-adjustment"
updated: 2026-08-10T20:23:05Z
published: 2026-08-10T20:23:05Z
canonical: "help.idibilling.com/reversing-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.

# Reversing an Adjustment

You may need to cancel an adjustment that has been applied incorrectly. This re-opens the items that were settled by the original transaction. The reverse payment transaction is added to the Posted Transactions list and the account balance is updated accordingly.

To do this:

1. Open the customer account in the IDI Desktop Client window.
2. Click the **Balances** tab.
3. Right-click on the transaction in the Posted Transactions list.

Select **Reverse Adjustment...**. This displays the Add Adjustment Reversal window. The contents of this window are the same as the Add/Edit Adjustment window except that all fields are read-only.
4. Click **Save**. This reverses the adjustment.

#### How Payment Adjustments are Posted

When payment and adjustment reversals are made, any balance that had been settled is restored to an unsettled (open) state. Thus, any finance charges get applied if appropriate.

**Posting Examples**

Example 1:

- Customer has a current balance of $50, and an arrears balance of $75.
- Customer makes a payment of $75 which settles the arrears balance.
- Carrier reverses the $75 payment due to insufficient funds.
- The arrears balance is restored to $75.
- The current balance remains at $50.

Example 2:
- Customer has a current balance of $75.
- Customer makes a payment of $75, which settles the current balance.
- Customer makes a second payment of $75.
- Second payment remains open as it has no balance to settle against.
- Carrier reverses the first payment due to insufficient funds.
- The current balance is restored to $75.
- The second payment is not reversed, so it settles the current balance.