Location: Enrollments tab > Adjust Payments
The Adjust Payments page page allows you to change existing settlement transactions, consumer debits, and adjust fees and credits. Only transactions that have not yet been matched or cleared can be edited or modified. You can change many things including individual settlement's payment types (e.g. check to ACH), reference # information, amount, process dates, and cancel transactions.
Navigating to the Adjust Payments Page
1. From the Client Dashboard click Enrollment.
Alternatively you can locate the contact in the Enrollments tab, and click the green arrow.
2. Click Adjust Payments.
Navigate to the bottom of the page until you see the Adjust Settlements section.
Configure the changes that you wish to make to the transaction(s), then check the boxes next to the transaction(s) you wish to adjust.
Ensure that you enter all relevant information including your dollar amount, dates, creditors reference number, and you reference number as well as the client name in the memo to ensure that DPG can match the payment when it is presented.
**Note: When editing the Process Date with multiple transactions selected, the system will update all selected transactions to the selected day of the month, with the first transaction beginning on the month selected.
If you are unsure of the reference number, contact the creditor and ask specifically what number they will be using on the check image or the electronic ACH reference field.
When you have checked your work, save the desired changes at the top of page by clicking Save Changes.
**IMPORTANT: If you need to edit or modify an existing settlement that has been cleared or matched to today’s settlements, please contact email@example.com and someone from the support team can assist you.