Applying an adjustment note [Video]

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1. 1. Select + New.
   2. Select Refund Receipt or Adjustment Note. (If you don't see this, click show more.)

1. Fill out all required fields
2. Click Save and new or Save and close.

Applying the Adjustment Note to an invoice:

1. Select + New.
2. Select Receive Payment.
3. 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.
4. Select the Invoice that you want to apply the Adjustment Note against.
5. Select the Adjustment Note that you are wanting to apply to the invoice
6. Verify that the total to pay (if any) is correct after applying the Adjustment Note then click Save.