Viewing Adjustment Details

To answer customer inquiries, or determine how to best service a customer, you might need to view detailed information about a specific adjustment. You can access adjustment details from the Billing tab.

To view adjustment details:

1. Access the Customer Dashboard for the billing account you want to review and select the Billing tab.
2. Click on an adjustment record in the Financial History section.
3. The system displays the Adjustment drawer on the right side of the screen, which includes:
   • The status and title of the adjustment
   • Adjustment ID
   • Adjustment Date
   • Bill ID
   • Amount
   • Status
   • Last Bill Issued
   • Adjustment Type
   • Premise
   • Service Agreement
   • Financial Details
4. To close the Adjustment drawer, click the X at the top.