When an Adjustment Type of Reversal is selected, the Adjustment Amount shown is the original payment amount minus any previous refunds to that payment. This field will be dimmed and cannot be edited for a reversal transaction.

When an Adjustment Type of Refund is selected, the Adjustment Amount field is available. Enter the portion of the payment that you want to refund to the client. The Adjustment Amount cannot exceed the Unapplied Amount.

Tip: If the portion of the payment that you want to refund exceeds the Unapplied Amount shown, you will need to select the Reversal option and reverse the entire payment. Then, re-enter the payment with an amount equal to the difference between the original payment amount and the amount refunded to the client.