- Select + New.
- Select Refund Receipt or Adjustment Note. (If you don't see this, click show more.)
- Fill out all required fields
- Click Save and new or Save and close.
Applying the Adjustment Note to an invoice:
- Select + New.
- Select Receive Payment.
- Complete these fields as follows:
- Customer: From the drop-down list select the customer the adjustment note is for.
- Date: Change if necessary.
- Amount:, Payment Method: and Reference no. fields are to be left blank.
- Memo: (Optional)
- Deposit To: Leave blank since money isn't actually being deposited with this transaction.
- Select the Invoice that you want to apply the Adjustment Note against.
- Select the Adjustment Note that you are wanting to apply to the invoice
- Verify that the total to pay (if any) is correct after applying the Adjustment Note then click Save.