---
title: "Adjustment Reasons"
slug: "adjustment-reasons"
updated: 2026-06-12T16:50:50Z
published: 2026-06-12T16:50:50Z
canonical: "help.cenpoint.com/adjustment-reasons"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.cenpoint.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Adjustment Reasons

### Adjustment Reasons Overview

An Adjustment Reason is a way to enter a payment to adjust a customer's outstanding balance.

This allows you to rectify Invoicing Errors, record discounts offered to a specific customer, and other similar things.

### Adjustment Reasons

#### Payment Received Window with Adjustment Reasons

To record an Adjustment Reason, go to enter a new Payment. In the Payment Method dropdown select "Adjustment".

![](https://cdn.document360.io/e2120353-eb2a-47e7-80e2-597dd258dbbe/Images/Documentation/AdjustmentPaymentReason.png)

A new dropdown will appear allowing you to select the type of Payment Adjustment you are doing.

![](https://cdn.document360.io/e2120353-eb2a-47e7-80e2-597dd258dbbe/Images/Documentation/AdjustmentReason.png)

**TWO VERY IMPORTANT NOTES:**

1. Please input a *POSITIVE* amount. CenPoint treats this as you making a payment towards the customer's balance, so a positive amount will decrease the customer's remaining balance.

2. Adjustment Reasons *DO NOT* allow you to increase the price of an invoice. If there was a pricing error where the invoice the customer received is too low, please delete the invoice and make a new one with the adjusted pricing.

#### Add or Modify Adjustment Reasons

Go to:

1. More -> List Management -> Quotes, Jobs, & Invoices -> Adjustment Reasons

![](https://cdn.document360.io/e2120353-eb2a-47e7-80e2-597dd258dbbe/Images/Documentation/MoreAdjustmentReasons.png)

2. Simply use the Add button, or the ellipsis to get to the modify, and delete buttons to customize your drop-down list.

![](https://cdn.document360.io/e2120353-eb2a-47e7-80e2-597dd258dbbe/Images/Documentation/AdjustmentReasonMenu.png)

3. Each entry has a description, and can be associated with a GL code, if you use GL codes in your accounting software.

![](https://cdn.document360.io/e2120353-eb2a-47e7-80e2-597dd258dbbe/Images/Documentation/AdjustmetnReasonGLCode.png)

4. If you want to bring back an inactive one, uncheck the "Active Only" box, click on the Ellipsis -> modify to alter your entry, and check the active box. ![](https://cdn.document360.io/e2120353-eb2a-47e7-80e2-597dd258dbbe/Images/Documentation/ModifyInactiveAdjustments(1).png)

After checking the Active box click OK to save your changes and close the popup.

![](https://cdn.document360.io/e2120353-eb2a-47e7-80e2-597dd258dbbe/Images/Documentation/ActiveReasonAdjust.png)

#### Adjustments Report on Portal

To see a report of Payment Adjustments, go to CP Books -> A/R -> Payments -> Adjustments Report

![](https://cdn.document360.io/e2120353-eb2a-47e7-80e2-597dd258dbbe/Images/Documentation/AdjustReport.png)

This opens a window with a report.

You can filter the results for a date range or use the ellipsis next to the dates to select a convenient range of time like last Week, Quarter, Year, etc...

![](https://cdn.document360.io/e2120353-eb2a-47e7-80e2-597dd258dbbe/Images/Documentation/AdjustReportAct.png)