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SDL Desktop - Payment Adjustments

This guide is for SDL Desktop users who need to correct or reverse a previously entered payment. Follow these steps when you want to adjust a payment (zeroing it out and clearing its assignments), then enter a new, corrected payment afterward so the balance reflects the fix.

  1. First, navigate to the payments section on your record and open the payment you previously entered.

  2. Go to the Adjustment Tab on that payment.

  3. Select the appropriate Adjustment type

  4. Hit yes to adjust the entire payment amount automatically.

  5. Click yes to remove all Payment Assignments on the bill.

  6. The adjustment date should automatically be applied as the current date, but you can open the field to adjust if needed.

  7. Use the Adjustment Notes field if you want to add any additional comments about the adjustment.

  8. Click Apply then OK to save and close

  9. The Payment item will now display 0 and the balance will have adjusted.

  10. Later, when you are ready to enter a new payment, you will just hit the New button.

  11. Enter the Payment Information as usual.

  12. Click Apply and then OK.

  13. You'll now see the adjusted payment, as well as the new payment, and again the balance should have updated.