Purpose

To correct the amount of a payment in QUEST that is in error.

Guidelines

• If the invoice is on a QE2 batch, it must be unchecked before a payment adjustment can be made.

  • If the invoice has not been sent to NIS by the State Office field staff can uncheck the invoice from the QUEST batch and make an adjustment to the payment (the staff person who created the invoice is the only one who can uncheck it from a QUEST batch)
  • If the invoice has been sent to NIS by the State Office, contact the State Office to determine if the invoice can be unchecked and a payment adjustment made.

Steps-Case Services

• From the QuickPay screen:

  • highlight the payment line you want to adjust.
  • click the Refund button
  • select payment correction
  • enter the amount you want the payment to be

• QE2 will give you the option to unencumber the balance of the original payment
• The invoice amount will be adjusted to the correct payment amount
• Put the corrected invoice on a QUEST batch and send in for payment.

Steps-Operations

• Find the payment line in QE2.
• Highlight the payment line.
• Select the orange Credit button
• Select Payment Adjustment and select OK
• Type in the amount you would like the payment to be and select OK
• QE2 will readjust the invoice amount and automatically increase your encumbrance by the adjusted amount.
• If you will not be paying the amount at a later time, highlight the encumbrance line and click the Unencumber button to unencumber.
• Put the correct invoice on a QUEST batch and send in for payment.