Adjust (disambiguation)

Also see Reconcile for additional reconcile options.

Cash

• Apply Client Cash Balance to an Invoice
• Clear Offsetting Client Invoice Amounts From Account Tab
• Client Payment: Non-Sufficient Funds (NSF)
• Client Refund on Overpayment or Credit Balance
• Unapply Client Cash Payment From An Invoice

Fees

• Agency Fee Wizard
• Cash Payment Fee Wizard

Invoice Adjustment

• Invoice: Edit An Invoice

  Invoice: Adjust Premium and Commission on Existing Invoices in Closed GL Periods (Adjust manually or through Reconcile)

• Invoice: Delete An Invoice
• Agency Bill Adjustment

  Agency Bill: Adjust Client Receivable - Client Paid Carrier Direct

  Agency Bill: Adjust Client Receivable - Write Off Small Balance or Bad Debt

  Agency Bill: Adjust Company Payables for Direct Bill Commission

• Direct Bill Adjustment

  Direct Bill: Adjust Commission for Fees or Agency Bill Payable

  Direct Bill: Pay Company On Behalf Of Client

• Producer Payable Adjustment

  Invoice: Adjust Producer Payable Commission for Expenses or Deductions

Journal Transaction

• Category: Journal Transaction
• Journal Entry
• Apply or Unapply a Journal Transaction to or From an Invoice
• Move A Client Balance To Another Client