Skip to main content
Sandata Technologies Help Center home page
Sandata News New User Sign Up Submit a request Sign in

Search

  1. Sandata Technologies
  2. Product User Guides
  3. Sandata Agency Management
  4. Billing
  5. 13-Balance Adjustment

Reviewing an Adjustment

Not yet followed by anyone

Reviewing an Adjustment

1. Navigate to the Invoice Detail screen.

Main Menu > Billing > Invoices > Search for and Open the Invoice

2. Review the adjustment information.

3. Double click the adjustment to review it in the Payment window.

Comments

0 comments

Please sign in to leave a comment.

Articles in this section

  • Balance Adjustment
  • Invoice Filter
  • Write-Off Options
  • Results List
  • Posting an Adjustment from the Balance Adjustment Screen
  • Reviewing an Adjustment
Sandata.com Compliance Documentation & Reports Security & Privacy Information