Bulk Adjust (How To)

Bulk Adjust enables admin to adjust, edit, or delete multiple charges or multiple payments at once. It cannot be used with a combination of charges and payments.

Bulk adjust can be applied:

• For multiple accounts via the Transactions page
• On a single account via the account's Transactions tab. 

Select Transactions to Bulk Adjust

1. Navigate to the Transactions page for transactions across multiple accounts or the Transactions tab within an individual account for transactions on a single account.
2. Select Charges Only or Payments Only from the Type dropdown, then enter additional criteria to locate the targeted transactions and select Filter.
3. Use the individual checkboxes in the far-right column of the transaction list to select specific transactions to adjust. If every transaction in the filter needs to be adjusted, select All at the top-right of the transaction list.
4. Select Bulk Adjust Checked Charges or Bulk Adjust Checked Payments to enter the Bulk Adjust Screen and make adjustments.

Bulk Adjust Screen

This reference displays Bulk Adjust for charges. Bulk Adjust for payments is the same.

Fields	Description
1. Action	Select: None for any transaction you do not want to adjust. Reverse to adjust the amount, in whole or part, to record refunds, corrections, etc. Delete to permanently remove transactions in bulk (must be unapplied). Unapply as a first step for reversing or deleting transactions. Edit to change the date, charge type (charges), payment type (payments), and/or notes.
2. Fill Down	Select to copy a field or selection from the first transaction to all other items in the column.
3. Reversal Date	Adjust the date of the transactions.
4. Reversal Type	Select the type of reversal.
5. Reversal Note	Details about the reversal that will show on a statement/receipt.
6. Amount to Reverse	Defaults to open amount.
7. Fill by Percent of Open	Adjust amount to reverse to a percentage of the open amount. Select to specify a percent and press OK to apply to all, or edit each amount individually.
8. Save	Save and apply Bulk Adjustments.

Related Resources

• Creating Reversal Types