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Jim2® Business Engine Help File

There are a number of ways to add a credit to a debtor. Credit entries will automatically be created by Jim2 when:

A return from customer is performed.

The amount tendered as payment is greater than the amount due/owing.

A debtors adjustment down is entered.

A debtors purchase order is completed.

A payment has been made but not applied to an invoice.

 

A return from customer credit will need to be applied to an outstanding account, or left as an outstanding credit in that customer's debtor record.

 

If the amount you receive from a debtor is greater than the amount owed to you by that debtor, allocate what you can. When you choose to save the entry, you will be prompted with a message screen asking if you want the amount entered to be applied as a credit.

 

apply as credit

 

Debtors adjustments down are to be used if you need to increase a customer's credit balance. Debtors adjustments can be applied to invoices in the same manner as a credit/return from customer.

 

Debtors purchase order is to be used if a customer/debtor is returning stock which has been sold from previous software to Jim2. Debtors purchase orders can be applied to invoices or adjustments up, the same as a normal credit.

 

Further information:

Apply a Credit/Prepayment

Clearing Small Debtor Debit Balances

Clearing Small Debtor Credit Balances

Create a Debtor Refund

Credit Card Surcharge Management

Dealing with Dishonoured (Bounced) Payments

Debtors Adjustments Up and Down

Debtors Allocate Payments Grid

Debtors Auto Credit Hold

Debtors Form

Debtors List

Debtor Management

Debtors Notes Tab

Debtors Opening Balances

Debtors Payments Tab

Debtors Statement Printing

 

Enter a Credit Payment

Enter a Payment

Enter a Prepayment

Enter Debtors Opening Balances

Enter Discounts and Account Fees

How to Enter Debtor Transactions

Issue a Credit Note

Manage Debtor Payments Including Commission

Move Unknown Payments to Correct Customer

Return from Customer Entries

Reversal Entries

Reverse Discounts and Account Fees

Reverse or Delete a Payment

Send Payment Receipts

Unallocate a Payment

Undo Incorrect Refund