Creating a Single Credit or Fee Adjustment

A unique manual Adjustment can be added to a single Child Care Account for either fees or credits. Fee adjustments will assess a new charge to be paid. Credit adjustments will offset an existing charge. Those adjustments will reflect a status of Not Posted until picked up by an invoice. To add a Credit or Fee adjustment to an account, use the following steps: 

1. Navigate to the desired Child Care Account. 
2. Select Add Adjustment. 
3. Update the following fields: 
4. The Name/Reason will be reflected as a line item on the account and the invoice (i.e. Waiving late payment fee, Vacation Day credit, T-shirt fee, Snack fee, etc). 
5. There are 2 options under the Types drop-down: Fee or Credit. Select the desired one. 
6. Enter the desired Amount to either be charged or credited. 
7. Select the correct Program and Season. 
8. If the budget code does not auto-populate or you wish this to reflect and be applied toward a different code, enter that under Budget Code. 
9. Leave the Deferred Until blank unless you wish this adjustment to be reflected on a specific invoice. 
10. Select Add Adjustment.