This article will show how to make an adjustment (credit or debit) to a Member's dues payments. Adjustments can be positive or negative. Positive adjustments are credits and will be added to the total paid amount. Negative adjustments are debits and will be subtracted from the total paid amount.  


Take note, credits or debits do not credit or charge the Member's credit card; adjustments should be used to track dues payments or credits that have occurred outside of the dues payment system, e.g., a partial scholarship or a dues discount. This allows the Member to make a partial dues payment, and an adjustment is applied to indicate that she has fulfilled her dues requirement.  


If you are totally voiding the dues payment, and the member needs to reenter her dues payment, or an offline payment needs to be reentered in Order Management, the transaction needs to be reset.  This can be done by the support team.  Please email [email protected] with the subject: "Reset Dues" and the original transaction ID.



Required Access:

You will need the Dues Administrator or Administrator access level.


Where to Go:

  • From the Member Portal, go to Admin > Member Management 
  • Find Dues Management 
     

Adding an Adjustment

  1. Go to Dues Collection and find the Member. 
  2. To add an adjustment, click the "+" icon under the Actions column.  
    • Take note, adjustments can only be made to single payments. Payment plans and recurring payments are automated and cannot be manually adjusted.  

  3. Enter the Adjustment Amount. 
    • Adjustments can be positive or negative. Positive adjustments are credits and will be added to the total paid amount and must be a positive number.
    • Negative adjustments are debits and will be subtracted from the total paid amount. You can enter a negative number to remove it from the Dues Requirement.
  4. Enter an optional Note if needed.
  5. Take note of the message: Once an Adjustment has been issued, the Member can no longer make a payment online. If a member will be paying a partial amount, wait until the member makes her payment and then issue the adjustment(s).
  6. Click Add Adjustment to apply the credit.
  7. These adjustments will appear in the Adjustments column on the Dues Collection screen. If multiple adjustments have been applied, this will indicate the total of all adjustments. 
  8. The Total Paid/Adjustments column will show the total of all adjustments and payments. 
  9. You can make as many adjustments as needed as long as the Total Paid/Adjustments is less than the Dues Requirement.

Removing an Adjustment

  1. Go to Dues Collection and find the Member. 
  2. Click on the "-" icon under the Actions column.
     
  3. A list of all adjustments previously added will be displayed. Click on the "x" next to the adjustment to remove it.  
  4. Then, click Save.

  5. The Adjustments and Total Paid/Adjustments columns will update to reflect the removed adjustment.



Viewing Adjustment History

  1. Click on the Amount under the Adjustments column. 
     
  2. A history of all the adjustments previously added or subtracted will be listed, including the Administrator who entered the adjustment.