How to Adjust a Payment Plan

To adjust the amount of an active Payment Plan

To adjust the amount of a bill that is associated with an active Payment Plan

• Category 01 - Adjust Invoices message: This Invoice has a payment plan and cannot be edited

• Category 20,25,30 - Bill Detail Adjustments message: Tax bill is in lien status. Adjustments are not permitted on this type of bill

• Category 20,25,30 - Abatement Entry message: Tax bill is in lien status. Abatements are not permitted on this type of bill

• Category 55 - Bill Adjustments message: This bill is in payment plan and cannot be maintained

• Category 60 - Bill Adjustments cannot find the bill to adjust (absent from the available list when searching)

• Accounts Receivable

• Payment Plans

• Overshort Adjustment Process

• General Billing

• Property Tax Billing

• Business License

• Utility Billing

Once a Payment Plan is active, you can no longer make any adjustments to the Payment Plan or any individual bills associated with that Payment Plan. The Collection status assigned to the individual bill(s) (assigned by creating a Payment Plan) prevents any amount changes from occurring

There is currently no designated Adjustment program or process for a category 45 Payment Plan

You cannot adjust a Payment Plan once it has been activated. At this time you can only Void or Delete the Payment Plan. This will release the individual bill(s) from the plan, allowing maintenance to those bills. Once maintenance is complete you can create a new Payment Plan if one is still needed 

1. Navigate to the Payment Plans program

2. Click the Void Plan or Delete button

3. Navigate to the appropriate Adjustment program for that module (example, the Invoice Adjustments program if looking to adjust a category 01 General Billing Invoice)

4. Navigate back to the Payment Plans program afterwards and Create a new Payment Plan if one is still needed

As an alternative to Voiding a Payment Plan, you can use the Overshort Adjustment Process to write-off the unpaid balance