Entering Allowances When Keying Off an Invoice
Table of Contents
Introduction
Step 1: Selecting the Payments & Invoices
Confirmation through the Customer Inquiry Screen
Introduction
The following wiki is a step-by-step guide on how to enter allowances when keying off an invoice.
Step 1: Selecting the Payments & Invoices
From the main menu, select:
| |
Choose an account, then click "Select". | |
Check off the appropriate invoice and payment.
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In this example, the customer has taken a discount of $6205.52. Click on "Allowance". | |
Enter the allowance amount with a negative sign.
Enter the appropriate adjustment code. Click on proceed. | |
The balance in now "$0". Click on "Update". |
Confirmation through the Customer Inquiry Screen
From the main menu, select:
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Enter the account name and select, "Financials". | |
Select, "History". | |
Locate the appropriate transaction(s). The total should read as 0. |
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