Adjust (disambiguation)

Cash

• Apply Client Cash Balance to an Invoice
• Clear Offsetting Client Invoice Amounts From Account Tab
• Client Refund on Overpayment or Credit Balance

Fees

• Agency Fee Wizard
• Cash Payment Fee Wizard

Invoice Adjustment

Invoice: Adjust Premium and Commission on Existing Invoices in Closed GL Periods

• Agency Bill Adjustment

  Agency Bill: Adjust Client Receivable - Client Paid Carrier Direct

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

• Direct Bill Adjustment

  Direct Bill: Adjust Commission for Fees or Agency Bill Payable

• 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