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Service provider adjustments

Utility companies sometimes recalculate bills — overcharges, discounts, meter corrections, seasonal adjustments. When the actual amount differs from what was charged, use a service provider adjustment to fix the balance.

When to use

How to create

1
Go to Adjustments page

Open the property → Balance Adjustments from the menu.

2
Create a new adjustment

Select the service provider and expense type, set the date, amount (positive = additional charge, negative = discount/refund), and add a note explaining the reason.

3
Attach a document

Upload the recalculation letter, corrected bill, or any document that explains the adjustment.

4
Bilateral confirmation

Both sides can confirm the adjustment. Once confirmed by both, it's locked and affects the balance.

Positive vs Negative

Positive amount = additional charge

The utility company undercharged. Example: meter was read incorrectly. The adjustment adds to the tenant's debt.

Negative amount = discount/refund

The utility company overcharged or gave a discount. The adjustment reduces the tenant's debt.

Tip: Always add a clear note explaining why the adjustment was made. This helps the tenant understand and speeds up confirmation.

Technical documentation

For API endpoints and adjustment details, see the Library:

Library → Service Provider Balance Adjustments