IDEXX Cornerstone Software

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How and when to use account adjustments in Cornerstone

In this tip, Cornerstone blackbelt Erin Peters shares best practices on how and when to use account adjustments in Cornerstone. Adjustments might seem like a quick fix for a client account problem, but when used inappropriately they can do more harm than good. Case in point: using adjustments as an account correction. So when should they be used? Erin recommends account adjustments for three situations: 

  1. When you need to change a finance charge
  2. Where forgiveness or waving may come into play is when you're deciding what to do with an old account credit
  3. When you or another team member forgot to add a discount before closing the invoice in posting the payment

Watch this tip now!

 

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