How to make billing adjustments

(You must make sure the members name is not in the billing grid on the Bill tab, or TooLs will tell you that "You cannot adjust payments while an item is in the bill grid." Just right click and choose delete to remove the name if necessary)

Find the member. Go to the Agreement tab. Click the Adjustment tab. Select the membership type on the left that you want to make adjustments to. Click Add. A window will pop up showing all remaining bill dates. Click the bill date you would like to adjust. On the right you will see the current dues rate and then under that the adjusted rate, which defaults to zero. You can change it to whatever amount you like. Next enter a description or reason for the adjustment. Choose OK. When you run billing, this member will be billed the amount that you adjusted it to.

If you want to adjust more than one month, you can hold your Ctrl key down and highlight all the months that need adjustments, QuikCheK will then change all of them at once.

Click for a demonstration