How can I make Adjustments to a Prior Month's Bill?
The adjustments feature facilitates the tracking and reporting of monetary corrections, or adjustments, to a student’s prior month program and related services billing totals. Adjustments occur when the district was billed either too much or too little in a prior month.
Though an adjustment can be created in the system as necessary, it can only be submitted to the district once a month as part of the district’s regular bill.
A summary of each Adjustment is appended to the bottom of each district’s Monthly Services Report.
Adjustments are treated as exceptions and are calculated on a case-by-case basis.
After an adjustment is added to the system, it can be deleted or edited until the next month’s billing is processed.
Adjustments can be issued in one of the following two forms:
Credit: Results in a negative chargeback to the district (or credit) as a result of having over-billed the district in a prior billing period.
Debit: Results in a positive chargeback to the district (or debit) for as a result of having under-billed the district in a prior billing period.