1.Following the navigation path click on Credit  

2.Add Adjustment form is displayed with Credit option selected and disabled

Add Adjustment - Credit

3.You can make changes to following fields:

➢Amount - enter the Amount of money that will be credited. The currency symbol set in File > Global Settings > Global > Currency is automatically displayed.

➢Reference - by default Credit Adjustment is entered but you can enter any text.

➢Invoicing Lab - as default the Lab is set to the one entered on Customer form, but you can change it if necessary

➢Transaction Date - displays current date but can be changed if necessary.

➢Select one of the following options:

•AutoApply to Oldest Invoices(s) - this option applies the credit to the oldest invoices

•Manually apply on Save - this option will open the form with unpaid invoices and you may apply the credit as desired.

•Leave Un-Applied - this option will simply save the credit memo.

➢Credit Reason - select one of the available Reasons. If there is none please make sure you add them first in File >Global Settings >  Global > Laboratory Lists > Reasons (the reason must be set for Credit in order to be visible on this form)

➢Notes - you can enter any instructions or comments.

Note: Customer ID cannot be changed. If you wish to adjust credit or debit for another customer you need to close this form, select the customer you want and then follow the navigation path to reopen this form.  

4.Click when done.

Note: To view the existing credit memos you need to navigate to Customer > 5. Accounting > View Credits ()

1.Following the navigation path click on Debit.    

2.Add Adjustment form is displayed with Debit option selected and disabled.

Add Adjustment - Debit

3.You can make changes to following fields:

➢Amount - enter the Amount of money that will be debited. The currency symbol set in File >Global Settings > Global > Currency is automatically displayed.

➢Reference - by default Debit Adjustment is entered but you can enter any text.

➢Invoicing Lab - as default the Lab is set to the one entered on Customer form, but you can change it if necessary

➢Transaction Date - displays current date but can be changed if necessary.

➢Notes - you can enter any instructions or comments.

Note: Customer ID cannot be changed. If you wish to adjust credit or debit for another customer you need to close this form, select the customer you want and then follow the navigation path to reopen this form.

4.Click when done.

1.Following the navigation path click on Cash Discount.

2.Add Adjustment form is displayed with Credit option selected and disabled. Cash Discount is entered as Reference.

Add Adjustment - Cash Discount

3.You can make changes to following fields:

➢Amount - enter the Amount of money that will be debited. The currency symbol set in File >Global Settings > Global > Currency is automatically displayed.

➢Reference - by default is entered Cash Discount and cannot be edited.

➢Invoicing Lab - as default the Lab is set to the one entered on Customer form, but you can change it if necessary.

➢Transaction Date - displays current date but can be changed if necessary.

➢ Select one of the following options:

•AutoApply to Oldest Invoices(s) - this option applies the credit to the oldest invoices.

•Manually apply on Save - this option will open the form with unpaid invoices and you may apply the credit as desired.

•Leave Un-Applied - this option will simply save the credit memo.

➢Credit Reason - select one of the available Reasons. If there is none please make sure you add them first in File >Global Settings >  Global > Laboratory Lists > Reasons (the reason must be set for Credit in order to be visible on this form).

➢Notes - you can enter any instructions or comments.

Note: Customer cannot be changed. If you wish to adjust credit or debit for another customer you need to close this form, select the customer you want and then follow the navigation path to reopen this form.

4.Click when done.