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Configure Payment Adjustments
Payment adjustments allow a customer service representative to request an adjustment to a customer's billing statement, for example, when a customer disputes a prior billing or has a product issue. After the adjustment is approved, it can be sent to the client's billing system for processing. You can also use the Payment Adjustment object to register a client's payment independent of any dispute.
Set up these picklists in the Payment Methods and Payment Adjustment objects. For more information, see Add or Edit Picklist Values in the Salesforce Help.
To configure payment adjustment methods:
- From Setup, in the Quick Find box, enter Objects.
- Click Objects.
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Click Payment Adjustment.
The Custom Fields & Relationships related list contains information about payment adjustments, including:
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Method specifies the adjustment method.
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Mode specifies what the adjustment is adjusting.
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Service Terms specifies when or how often the adjustment takes place.
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Statement is a lookup to the customer's statement.
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Status specifies where the adjustment is in the approval process.
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Type specifies why the adjustment was given.
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- Click the field label to edit its picklist values.
- Click Save.
