This article will show you how to adjust individual reservations in a Permit that has already been billed out. Due to financial impact, billed-out reservations must be adjusted individually. 

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 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 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