Summary
This article will explain how to enter an adjusting entry for an invoice through the payments screen.Start by accessing the Payments screen.
Next, bring up your customer via the usual method: (Key in the first few letters of their name or click the Search button to begin, etc. …)
Once you have your customer selected and on screen, click the New button to begin the process:
This is where the process varies. Instead of choosing Check/Cash or Apply Credit Memo from the Type of Payment drop down, you will choose Adjustment Only.
Next, using the Tab key to move through the fields, fill in the blanks. There are not as many required as for a regular payment. You can enter a Payment Reference #, leave or change the date and enter notes etc… After they are filled in, click the Save button. (Notes are optional.)
(The Entity should default to your company name. Unless you have multiple Fed IDs, choose the one you want.)
After you click the Save button, it will move you over to the Payment Detail tab as seen:
In the blue grid, select (left click) the invoice you wish to adjust, then click the New button:
Select the type of adjustment from the Adjustment drop down:
Tab down and enter:
Adj Amount, Tax Amount (if applicable), Adj Notes (optional), Rep (if applicable), and then click Save. Task complete.
