Lesson 15: Memo Details - Adjust Balance - Carrier Only 
Memo Details - Adjust Balance - Decrease Amount - Carrier Only
This function allows a carrier to adjust the balance due on a memo to: modify an amount owed by an agent, modify an amount owed to an agent and force close a memo. To adjust the balance on a memo:

At the Memo Details screen,
  1. Click the Adjust button.
  2. Click the Action drop down box and select Decrease.
  3. Type the dollar value of the decrease in the by textbox.
  4. Type comments in the Comments textbox.
  5. Click the Submit button.
  6. Once selected, the Results screen displays showing the new balance due.
  7. Click the Submit button.
  8. Once selected, the Memo Details screen displays and the balance is automatically adjusted on the memo. Any comments entered are displayed in the public comments box in the correspondence section of the memo.
  9. Click the Cancel button to cancel the process and return to the Create screen.
 
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