Adjustments FAQ

Whether you're financially adjusting a registration or order, this is a list of the questions we get all the time.

How do I do adjustments to a registration/order in Majestri?

To change the financial state of a member's registration or order, we recommend the following articles (in order of relevance):

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I've made an adjustment to a registration but the invoice hasn't changed. Why not, and how do I change it?

The original invoice will never be changed in the system, no matter what. It's the one that has already been issued. The state of the financial documentation will be affected differently, depending on the type of adjustment you are doing. Here's a brief rundown of what happens under the hood for each type of adjustment, and the best way to reflect this type of change to members:


Refunds
A second invoice is created (a 'refund' invoice) - you will notice the amounts are 'negative' and in orange. This indicates that the money is a reversal of income. You can read more about refunds here.

Debit Adjustments
A second invoice is created and attached to the registration. Therefore, the amount somebody now owes for their registration is the balance of the two invoices. Sending the member the original invoice won't help, as there is nothing on it to reflect this second invoice. The best thing to do is to send them a link so they can get to their MyDetails screen, or email them a statement of their registration.

Credit Notes
There is no second invoice produced when a credit is applied. It is merely an instrument to reduce outstanding debt. Sending the member the original invoice won't help, as there is nothing on it that reflects the reduction in debt. The best thing to do is to send them a link so they can get to their MyDetails screen, or email them a statement of their registration.

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How can I apply a credit to a registration that has a Payment Plan attached to it?

When money to pay off a registration is committed via a Payment Plan (or about to be), then the Payment Plan needs to be adjusted first before you can change the financials on a registration.

So, it's a two-step process:
  • Amend the Payment Plan amount to reduce by the amount of the credit you're trying to apply - instructions here.
  • The first step will then free up some outstanding debt so you can apply the credit as an adjustment - instructions here.
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I've tried to correct a mistake with an adjustment and just made things worse. How can I fix it?

You cannot correct adjustment mistakes by creating more adjustments - the system just doesn't work that way and you'll probably end up with outstanding debts or refunds that can't be cleared.

Basically, just send an email to support@majestri.com.au. We have tools to correct things like this, and we can remove the whole chain (including the original mistake) so you can start again.

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I've raised a refund on a registration/order - why hasn't the system processed it?

This question is normally asked when a member has originally paid for their registration fees/order using a credit card. The expectation is that if money is going back to a member, that the system will just put it back on their credit card.
Basically, this isn't possible. For security reasons, we do not store anybody's credit card information in the system. It's for this reason that we can't then put money back on their card - we don't know their card details.
The most efficient way to return money to the member is to get their bank account details and process an EFT.
For more information on processing refunds in Majestri, please refer to our guidance.
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How can I remove/delete a credit note that I've made a mistake on?

On the Financials tab in the Control Room is a button labelled Credit Notes. Click on this button to see a list of credit notes (by default limited to current financial year). Locate the credit note you want to delete and click the cross on the right-hand side of the entry. You will be asked to confirm the deletion.
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