---
title: "Creating a Charge Adjustment"
canonical: "https://docs.rubiconwater.com/space/BNC/1990361098/Creating%20a%20Charge%20Adjustment"
format: markdown
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Create an adjustment for an account to change the current balance of the account within the current billing schedule. 

> ℹ️ **Note**
> ℹ️ 
> ℹ️ Adjustments are typically used to apply a credit to an account to allow for an overpayment or a usage error.

# Make an adjustment to an account

**Step 1**

In the Accounts module select the account to which you want to make an adjustment.

**Step 2**

On the Adjustments tab, click **Insert** to add an adjustment.

**Step 3**

Enter the following details

| **Property** | **Description** |
| --- | --- |
| Date Effective | Date from which this adjustment will be applied. This must be within the current billing schedule. |
| Reason Type | Choose a reason for the adjustment.<br>See <u>[Configuring Billing ](https://support.rubiconwater.com/help/dms/content/topics/modules/accounts/con_billing_configuration.htm)</u>for more information about adjustment reasons. |
| Amount | Enter an amount.<br>- A **positive** adjustment will **credit** the account and reduce the Total Owing
- A **negative** adjustment will **debit** the account and increase the Total Owing |
| Note | Add a note about this charge adjustment.<br>> ℹ️ **Note**
> ℹ️ 
> ℹ️ You can to use this field in custom reports. |

**Step 4**

Click **Save** to save your changes.

> ℹ️ **Note**
> ℹ️ 
> ℹ️ If the effective date of the adjustment was the current date and time or earlier, the amount will be immediately applied to the account and the **Total Owing** will be changed accordingly.

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