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Account Adjustments That Make Sense

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What you’ll get out of this

  • Easy corrections when you mess up (it happens to the best of us)
  • Smart refunds that don’t require a finance degree to process
  • Audit trails that keep the accountants happy
  • Approval workflows that prevent expensive mistakes
Mistakes happen. Price changes happen. Customer complaints happen. Handle them like a pro without losing your mind or your money.

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Adjustment Types

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Credit Adjustments

  • Account Credits: Add credit to customer accounts
  • Promotional Credits: Marketing-driven account credits
  • Goodwill Credits: Customer service compensation
  • Refund Credits: Product return processing

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Debit Adjustments

  • Account Corrections: Fix billing errors
  • Fee Assessments: Add service or penalty fees
  • Balance Corrections: Correct account discrepancies
  • Chargeback Processing: Handle payment disputes

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Billing Adjustments

  • Invoice Corrections: Modify existing invoices
  • Tax Adjustments: Correct tax calculations
  • Discount Applications: Apply retroactive discounts
  • Price Corrections: Fix pricing errors

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Adjustment Processing

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Creating Adjustments

// Create an account adjustment
const adjustment = await crm.adjustments.create({
  customerId: "cust_123",
  type: "credit",
  amount: 50.00,
  reason: "Product return - damaged item",
  category: "refund",
  orderId: "order_456", // optional reference
  approvalRequired: true,
  notes: "Customer reported damaged packaging on arrival"
});

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Approval Workflows

  • Automatic Approval: Pre-approved adjustment types
  • Single Approval: Manager approval required
  • Multi-Level Approval: Multiple approval stages
  • Threshold-Based: Approval based on adjustment amount

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Processing States

  • Pending: Awaiting approval or processing
  • Approved: Approved but not yet applied
  • Applied: Successfully applied to account
  • Rejected: Rejected and not applied
  • Reversed: Previously applied but reversed

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Adjustment Categories

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Customer Service

  • Goodwill Gestures: Compensation for poor experience
  • Service Recovery: Issue resolution credits
  • Loyalty Rewards: Customer retention incentives
  • Complaint Resolution: Formal complaint settlements

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Operational

  • Billing Errors: Correct system or manual errors
  • System Corrections: Fix technical issues
  • Data Migration: Correct migration discrepancies
  • Process Improvements: Retroactive process fixes

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Financial

  • Payment Corrections: Fix payment processing issues
  • Tax Adjustments: Correct tax calculations
  • Currency Corrections: Fix exchange rate issues
  • Accounting Reconciliation: Match accounting records

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Approval Management

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Approval Rules

  • Amount Thresholds: Different approval levels by amount
  • Adjustment Types: Category-specific approval rules
  • Customer Tiers: VIP customer special handling
  • Risk Assessment: Fraud prevention checks

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Approval Interface

  • Pending Queue: View all adjustments awaiting approval
  • Batch Approval: Approve multiple adjustments
  • Quick Actions: Common approval workflows
  • Detailed Review: Full adjustment history and context

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Notifications

  • Approval Requests: Notify approvers of pending adjustments
  • Status Updates: Keep requesters informed of progress
  • Escalation Alerts: Notify when approvals are overdue
  • Completion Notices: Confirm when adjustments are applied

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Audit & Compliance

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Audit Trails

  • Complete History: Full record of all adjustment activity
  • User Attribution: Track who made each change
  • Timestamp Records: Precise timing of all actions
  • Reason Documentation: Required justification for adjustments

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Compliance Features

  • Segregation of Duties: Separate creation and approval roles
  • Documentation Requirements: Mandatory supporting documentation
  • Approval Evidence: Record of approval decisions
  • Regulatory Reporting: Generate compliance reports

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Reporting

  • Adjustment Summary: Overview of adjustment activity
  • Trend Analysis: Identify patterns in adjustments
  • Impact Assessment: Financial impact of adjustments
  • Compliance Reports: Regulatory and audit reports

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Advanced Features

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Bulk Processing

  • Batch Adjustments: Process multiple adjustments together
  • CSV Import: Import adjustments from spreadsheets
  • Template Processing: Use predefined adjustment templates
  • Scheduled Processing: Automate recurring adjustments

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Integration

  • Accounting Systems: Sync with financial systems
  • Payment Processors: Integrate with payment platforms
  • Customer Service: Connect with support ticket systems
  • Analytics: Feed data to business intelligence tools

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Automation

  • Rule-Based Processing: Automatic adjustment creation
  • Threshold Alerts: Notify when limits are exceeded
  • Pattern Detection: Identify unusual adjustment patterns
  • Workflow Automation: Streamline approval processes

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Best Practices

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Process Management

  • Clear Policies: Establish clear adjustment policies
  • Training Programs: Train staff on proper procedures
  • Regular Reviews: Periodically review adjustment patterns
  • Continuous Improvement: Refine processes based on feedback

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Risk Management

  • Fraud Prevention: Monitor for suspicious patterns
  • Limit Controls: Set appropriate adjustment limits
  • Segregation: Maintain separation between creation and approval
  • Documentation: Require adequate supporting documentation

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Customer Communication

  • Transparent Process: Clearly explain adjustment procedures
  • Status Updates: Keep customers informed of progress
  • Resolution Timeline: Set clear expectations
  • Follow-up: Ensure customer satisfaction with resolution
For detailed API documentation, see our API Reference section.