Adjustments
This is the upper level page for the various adjustment transactions.
Bad Debt Adjustment
This screen is used to create a Bad Debt Adjustment.
The fields are as follows:
Date - the date of the transaction - defaults to the current date
Amount - the tax-included amount of the bad debt adjustment
Tax - this shows the tax included in the above amount
Status - the is set to POSTED and cannot be changed
Notes - any applicable notes
Reference - any applicable reference number/code
Credit - this is always unchecked
Printed - this box will be ticked after the transaction is printed
Credit Adjustment
This screen is used to create a Credit Adjustment.
The fields are as follows:
Date - the date of the transaction - defaults to the current date
Amount - the tax-included amount of the credit adjustment
Tax - this shows the tax included in the above amount
Status - the is set to POSTED and cannot be changed
Notes - any applicable notes
Reference - any applicable reference number/code
Credit - this is always checked
Printed - this box will be ticked after the transaction is printed
Debit Adjustment
This screen is used to create a Debit Adjustment.
The fields are as follows:
Date - the date of the transaction - defaults to the current date
Amount - the tax-included amount of the debit adjustment
Tax - this shows the tax included in the above amount
Status - the is set to POSTED and cannot be changed
Notes - any applicable notes
Reference - any applicable reference number/code
Credit - this is always unchecked
Printed - this box will be ticked after the transaction is printed
Opening Balance
This screen is used to create an Opening Balance transaction. You only need this if, for some reason, you want to bring a new customer on board with a non-zero opening balance.
The fields are as follows:
Date - the date of the transaction - defaults to the current date
Amount - the tax-included amount of the opening balance
Tax - this shows the tax included in the above amount
Status - the is set to POSTED and cannot be changed
Notes - any applicable notes
Reference - any applicable reference number/code
Credit - this is always checked
Printed - this box will be ticked after the transaction is printed