Follow these steps to create a new adjustment:
- From within the patient's record, click Accounts
- Make sure you are in the "Adjustments" section
- Click New Adjustment
- Click Reason and select the reason for the adjustment
- Enter a Reference number or name if required
- Click the Tick-box next to the name of the outstanding invoice that is being adjusted
- Enter the amount in the Adjust Now field
- Click Adjust to process
- Click Yes to acknowledge that a journal entry will be made for reversing the payment
- The adjustment has now been created