Adjust allows you to modify the previous transaction amount, either by increasing or decreasing it. Adjustments help reduce declines and improve customer experience by avoiding multiple holds on funds.

Note: You need to specify the entire new amount and not the difference.

When to Use Adjustments

Use adjustments when the transaction amount changes due to:

Tips or service charges added later
Inventory or pricing updates
Partial order fulfillment
Final settlement differences

Types of Adjustments

Depending on the transaction stage, adjustments can be performed at different levels:

Sale Adjustment

A Sale Adjustment allows you to modify the amount of a transaction that has already been processed as a Sale, where authorization and capture occur in a single step. This is useful when the final billed amount needs to be updated after the transaction has been completed.

Authorization Adjustment

An Authorization Adjustment allows you to modify the amount of an existing authorization before it is captured. This is typically used in scenarios where the final amount is determined after the initial authorization, and the transaction needs to be updated prior to settlement.

Capture Adjustment

A Capture Adjustment allows you to modify the amount at the time of capture, before the transaction is finalized for settlement. This is useful when the amount being captured differs from the originally authorized amount.

Choose the Right Adjustment

The correct adjustment type depends on the stage of the transaction at the moment you need to change the amount.

Business scenario	Transaction stage	Use this
Restaurant adds tip to closed-out check	Sale completed (auth + capture in one step), batch open	Sale Adjustment
Promo code applied after checkout	Sale completed, batch open	Sale Adjustment
Tax recalculation error caught post-sale	Sale completed, batch open	Sale Adjustment
Gas pump final total less than pre-auth	Authorized, not yet captured	Authorization Adjustment
Hotel guest adds spa charges before check-out	Authorized, not yet captured	Authorization Adjustment
Car rental extra-day add-on	Authorized, not yet captured	Authorization Adjustment
Shipping fee included by mistake in capture	Captured, batch open	Capture Adjustment
POS entry error caught after capture	Captured, batch open	Capture Adjustment
Customer cancels before batch closes	Authorized or captured	Void — not an adjustment
Customer cancels after batch settles	Settled	Refund — not an adjustment

📘
Why not just refund? Adjustments happen before the batch closes, so no funds have moved yet and the transaction is updated in place. Refunds happen after settlement, creating a second transaction with its own interchange cost and a multi-day settlement window for the customer. Prefer an adjustment whenever the batch is still open.

Adjust vs. Void vs. Refund

flowchart LR
    A([Transaction<br/>created]) --> B{Current<br/>stage?}
    B -->|Auth only| C([Authorization<br/>Adjustment])
    B -->|Sale<br/>batch open| D([Sale<br/>Adjustment])
    B -->|Captured<br/>batch open| E([Capture<br/>Adjustment])
    B -->|Cancel entirely<br/>pre-settle| F([Void])
    B -->|Batch settled| G([Refund])
    style C fill:#E1F5FE,stroke:#0288D1,stroke-width:2px
    style D fill:#E1F5FE,stroke:#0288D1,stroke-width:2px
    style E fill:#E1F5FE,stroke:#0288D1,stroke-width:2px
    style F fill:#FFF3E0,stroke:#F57C00,stroke-width:2px
    style G fill:#F3E5F5,stroke:#7B1FA2,stroke-width:2px

Adjustments change the amount on a transaction in place (PUT /checkout/v3/payment/{id} with paymentType: Adjustment).
Voids cancel a transaction entirely before settlement.
Refunds move money back to the customer after settlement.

All three adjustment types are the same API call; only the stage of the payment differs (authorized, sale, or captured). Adjustments and voids require the batch to still be Open; a refund is the only option once the batch has settled.