TIP: Adjusting Tax Receipts

If fees were allocated to the parent (payer) and not the child:

• Edit the charge to the parent (fee adjustment (minus))
• Then, under the Child, make a positive fee adjustment.
• Save

How to proceed:

1. Go to Accounts Receivable
2. Select Tax Receipts
3. Select Tax Receipt Batch
4. Select the Batch
5. Click the edit pencil to the Contact (Tax Receipt) you wish to adjust
6. Click the edit pencil to the Fee Summaries you wish to adjust
7. Make adjustments
8. Click check mark to apply
9. Click the SAVE icon to save all adjustments