Adjustments

To make an adjustment (could also be classified as a credit memo) highlight the invoice the adjustment is going toward and click make payment->all other payment types

Select Adjustment from the Payment Method drop down list and select an adjustment reason. 

The adjustment reason list can be customized use this link for more information:Adjustment Reasons

Enter the amount to be adjusted and apply to the invoice. Check the print receipt box and click Ok to save.

After refreshing the screen the adjustment shows as a previous payment and is deducted from the amount due.

Find the adjustment report by going to A/R ->Payments->Adjustment Report

Adjustments are also tracked in payment history go to A/R->Payment History Report

Show adjustment on invoice

Highlight the invoice you have adjusted-> click Invoice Info-> Check the box that says 'print balance on invoice'-> print the invoice.

Delete an Adjustment

Go to A/R-> Payment History-> Select Adjustment Only for the Type-> Select the Payment-> Select Delete

If this payment has been pushed to your accounting software the Data Push will need to be deleted, then retry deleting the payment.

Use the following link for how to delete a data push: Delete Data Push

Adjust Sales Tax- Itemized

Adjust Sales Tax and have it show as a credit on you Sales Tax Report 

You must be set up for Itemized Adjustments (Task Level) under File->Branch->Customer and Job Settings

Go to make payment on the invoice-> all other payment types-> select adjustment-> click on Amount to apply-> Click Adj. all tax

The tax amount should populate in the Amount to apply.

Print Credit Memo

If you have Itemize Adjustments at Task Level turned on in your company branch settings and you do an itemized adjustment, you can print a credit memo.

Go to CP Books-> Payment History Report

Find the adjustment you want and click Print Itemized Reciept