Making Adjustments / Undoing Errors
Michelle
18 days ago
Media playerAudio player with custom controls for playback, volume, seeking, and more. Use space bar to play/pause, Shift + arrow keys (←/→) to seek, and arrow keys (↑/↓) to adjust volume.
0:002:46
Summary
I recorded this walkthrough to demonstrate how I correct mistakes in posted payment batches and other transaction types. I show that by selecting Adjust Payment I can replace a typo (e.g., change $57 to $60), which creates an adjustment that cancels the original entry and updates the balance, visible in the batch view and CSV export. I also adjust usage charges and fees, explain the undo option available only before billing, and clarify the distinction between adjusting a payment (affects balance) versus editing payment details (for reporting only).