Adjust a Billed-Out Reservation

This article explains how to adjust individual reservations in a permit that has already been billed out. You cannot make changes to all reservations at once. Because billed-out reservations affect financial records, each one must be adjusted separately.

Instructions

1. Navigate to Facilities > Permits

2. Next to the Permit #, select to either Create a New Permit or Lookup an existing permit

   • Create New Permit: View our article Create a Facility Permit for more information

   • Lookup Existing Permit

     • Customer Name: Lookup the account

     • Date Range: Enter a date range

     • Search: Click Search

     • Results

       • Select your Permit

3. In the right-hand-side Preview, click the Adjust tool (pencil icon) for the individual reservation you need to adjust

4. Fill out the Rental Adjustment fields

   • Date/Time: Displays current date and time

   • Facility: Choose the facility

   • Rate Type: Choose a rate type

   • Adjustment Notes: Add any relevant notes

   • Amount Paid/Unpaid Balance/Account Credit: Displays financial status

   • New Date: Create a new date

   • New Times: Create a new To and From time frame

   • New Fee: Displays the new fee

   • Fee Override: Select and enter a dollar amount to override the fee

   • Change in Balance: Will automatically calculate the change in balance

   • Change in Credit: Will automatically calculate the change in credit

5. Fill out the Basic Details fields

   • Date/Time: Displays current date and time

   • Color: Use the color palette or enter HTML code to select a color

   • Custom Event Title: Enter a custom event title

   • Status: Choose On hold, Pending, Reserved, or Tentative

   • Rental Notes: Add any relevant notes

6. Choose a save option

   • For Rental Adjustment: Click Perform Rental Adjustment

   • For Basic Details: Click Save Rental Details