IDEXX Cornerstone Software
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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:
- When you need to change a finance charge
- Where forgiveness or waving may come into play is when you're deciding what to do with an old account credit
- When you or another team member forgot to add a discount before closing the invoice in posting the payment
Watch this tip now!