---
title: Requesting a Decrease on Active Payment Plans
description: This article highlights how to lower the patient/client’s finance account by requesting to adjust a patient’s invoice amount and or finance details after the payment plan has been activated.
---

1. [Help Center](https://helpcenter.healthcarefinancedirect.com/help?hsLang=en)
2. [ Payment Plans ](https://helpcenter.healthcarefinancedirect.com/help/payment-plans?hsLang=en)
3. [ Adjustments ](https://helpcenter.healthcarefinancedirect.com/help/payment-plans?hsLang=en#adjustments)

August 27, 2025

# Requesting a Decrease on Active Payment Plans

## This article highlights how to lower the patient/client’s finance account by requesting to adjust a patient’s invoice amount and or finance details after the payment plan has been activated.

### Requesting an Adjustment

Note: **Only account administrators** can complete this function and is only used to lower the patient financed amount. Please check with your account administrator on the approved adjustment request process for your practice.

- From the **Payment Plans** dashboard in the **Provider Portal**
- Use the search bar at the top of the grid to find the payment plan that requires adjustment and click on that consumers **App ID**
- In the upper right-hand corner in the **Actions **menu select, **Request Adjustment Decrease**
- A flyout will appear

![](https://helpcenter.healthcarefinancedirect.com/hs-fs/hubfs/image-png-Feb-17-2025-10-08-03-6480-PM.png?width=670&height=326&name=image-png-Feb-17-2025-10-08-03-6480-PM.png)

- Under the **Justification,** enter the reason the adjustment is being requested
- Next, enter the amount of the balance is being decreased by
- Select **Request**

Note: A refund will only be issued if the amount paid to date exceeds the requested amount.

![](https://helpcenter.healthcarefinancedirect.com/hs-fs/hubfs/image-png-Feb-17-2025-10-09-08-2265-PM.png?width=670&height=379&name=image-png-Feb-17-2025-10-09-08-2265-PM.png)

**Note: Adjustment requests may take up to 48 hours to be visible in the patient’s account, however most adjustments are processed immediately. Refresh the page to check status. **

**![](https://helpcenter.healthcarefinancedirect.com/hs-fs/hubfs/image-png-Feb-17-2025-10-11-31-0948-PM.png?width=670&height=374&name=image-png-Feb-17-2025-10-11-31-0948-PM.png)**