Enter a Credit |
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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 either be applied to an outstanding account or left as an outstanding credit in that debtor's record.
If the amount received from a debtor is greater than the amount owed by that debtor, allocate what can be allocated. When saving the entry, a message will appear asking if the remaining amount is to be applied as a credit.
Debtors adjustments down can be used to increase a customer's credit balance. Debtors adjustments can be applied to invoices in the same manner as a credit/return from customer.
Further information Debtors Allocate Payments Grid Enter Discounts and Account Fees Debtor Payments Including Commission Move Unknown Payments to Debtor |