• US: +1-800-476-7226

Software and services for the radio industry.

Adjustment

Modified: 2017/06/01 14:28 by vreyna - Uncategorized
Edit

Adjustment

back

WORK IN PROGRESS - Please understand that we are actively rewriting much of our documentation and this page is currently "under construction"; if there's anything that you'd like to see added to and/or expanded upon, please let us know by sending us a smile.

Edit

Introduction

An Adjustment represents a change of monies that has been applied to a Customer and one or more Invoice entries. This includes Credit, Debit, Trade Credit, Bad Debt Write-off and Agency Commission adjustments. Adjustments can be accessed from AR.



Edit

Add Adjustment

The Add Adjustment button is located in the bottom right portion of the A/R window.

Image

Edit

Transaction

If you want to apply an adjustment to a transaction you need to have one transaction highlighted in the Transaction tab on the left hand side of A/R.

Edit

Customer

If you want to apply an Adjustment to the customer you need to have one Customer highlighted in the Customer pane on the right hand side of A/R.

E.C.- When you apply an Adjustment to a customer you will not have anything in the Invoice list as this payment is applied to the customer.

Edit

Apply a Credit

To Apply a Credit Adjustment you need to do the following:
  • Make sure you are in the Credit Adjustment dropdown.
  • Place the Amount you want in the Amount box. (Yellow Oval)
  • Click the "Pay" button. (Green Oval). (The "Pay" button will change to "Reverse" allowing you to make corrections before you apply/Ok.)
  • Click Apply/Ok.

Image

  • Date
    Allows you to access a drop down calendar to pick a date.
  • Amount
    Allows you to enter a numerical dollar amount.
  • Type
    Brings up a dropdown menu that allows the choices of Credit Adjustment, Debit Adjustment, Trade Credit Adjustment, Bad Debt Write-Off, Finance Charge Adjustment, Tax Adjustment and Agency Commission.
  • Station
    Allows to pick from the station list Stations.
  • Revenue Source
    Allows to pick from the entries listed in RevenueSources.
  • Revenue Type
    Allows to pick from the entries listed in RevenueTypes.
  • Sales Person
    Allows to pick from the sales people listed in Salespeople.
  • Comment
    Text entries.
Edit

Debit

To Apply a Debit Adjustment you need to do the following:
  • Make sure you are in the Debit Adjustment dropdown.
  • Place the Amount you want in the Amount box. (Yellow Oval)
  • Place all the info int the drop down boxes for Station, Revenue Source, Revenue Type and Sales Person.
  • Click Apply/Ok to add a debit to that account.

Image

  • Date
    Allows you to access a drop down calendar to pick a date.
  • Amount
    Allows you to enter a numerical dollar amount.
  • Type
    Brings up a dropdown menu that allows the choices of Credit Adjustment, Debit Adjustment, Trade Credit Adjustment, Bad Debt Write-Off and Agency Commission.
  • Station
    Allows to pick from the station list Stations.
  • Revenue Source
    Allows to pick from the entries listed in RevenueSources.
  • Revenue Type
    Allows to pick from the entries listed in RevenueTypes.
  • Sales Person
    Allows to pick from the sales people listed in Salespeople.
  • Comment
    Text entries.

Edit

Trade Credit

To Apply a Trade Credit Adjustment you need to do the following:
  • Make sure you are in the Trade Credit Adjustment dropdown.
  • Place the Amount you want in the Amount box. (Yellow Oval)
  • Click the "Pay" button. (Green Oval). (The "Pay" button will change to "Reverse" allowing you to make corrections before you apply/Ok.)
  • Click Apply/Ok.
You will only see the invoices that can do Trade.

Image

  • Date
    Allows you to access a drop down calendar to pick a date.
  • Amount
    Allows you to enter a numerical dollar amount.
  • Type
    Brings up a dropdown menu that allows the choices of Credit Adjustment, Debit Adjustment, Trade Credit Adjustment, Bad Debt Write-Off, Finance Charge Adjustment, Tax Adjustment and Agency Commission.
  • Station
    Allows to pick from the station list Stations.
  • Revenue Source
    Allows to pick from the entries listed in RevenueSources.
  • Revenue Type
    Allows to pick from the entries listed in RevenueTypes.
  • Sales Person
    Allows to pick from the sales people listed in Salespeople.
  • Comment
    Text entries.

Edit

Bad Debt Write-Off

To Apply a Bad Debt Write-off you need to do the following:
  • Make sure you are in the Bad Debt Write-off dropdown.
  • Place the Amount you want in the Amount box. (Yellow Oval)
  • Click the "Pay" button. (Green Oval). (The "Pay" button will change to "Reverse" allowing you to make corrections before you apply/Ok.)
  • Click Apply/Ok.

Image

  • Date
    Allows you to access a drop down calendar to pick a date.
  • Amount
    Allows you to enter a numerical dollar amount.
  • Type
    Brings up a dropdown menu that allows the choices of Credit Adjustment, Debit Adjustment, Trade Credit Adjustment, Bad Debt Write-Off, Finance Charge Adjustment, Tax Adjustment and Agency Commission.
  • Station
    Allows to pick from the station list Stations.
  • Revenue Source
    Allows to pick from the entries listed in RevenueSources.
  • Revenue Type
    Allows to pick from the entries listed in RevenueTypes.
  • Sales Person
    Allows to pick from the sales people listed in Salespeople.
  • Comment
    Text entries.

Edit

Agency Commission

To Apply an Agency Commission you need to do the following:
  • Make sure you are in the Agency Commission dropdown.
  • Place the Amount you want in the Amount box. (Yellow Oval)
  • Click the "Pay" button. (Green Oval). (The "Pay" button will change to "Reverse" allowing you to make corrections before you apply/Ok.)
  • Click Apply/Ok.

Image

  • Date
    Allows you to access a drop down calendar to pick a date.
  • Amount
    Allows you to enter a numerical dollar amount.
  • Type
    Brings up a dropdown menu that allows the choices of Credit Adjustment, Debit Adjustment, Trade Credit Adjustment, Bad Debt Write-Off, Finance Charge Adjustment, Tax Adjustment and Agency Commission.
  • Station
    Allows to pick from the station list Stations.
  • Revenue Source
    Allows to pick from the entries listed in RevenueSources.
  • Revenue Type
    Allows to pick from the entries listed in RevenueTypes.
  • Sales Person
    Allows to pick from the sales people listed in Salespeople.
  • Comment
    Text entries.

Edit

FAQ

How do I apply a credit adjustment to current invoices?

There are two ways to do this. The first way preserves the automated features of Billing.


The second way is if for some reason the invoice was finalized in Accounts Receivable manually.

  • Open Accounts Receivable.
  • Add Adjustment
  • Any invoices that can have this adjustment applied to them will appear in the list that is part of the adjustment.
  • Since the invoice was manually finalized you will also have to manually print the invoice and statement for this invoice.

TODO Add any questions as they come up to this section.

Edit

Additional Information

See AR. See Payment.