Customer Adjustments

Counterpoint supports the ability to adjust a customer’s balance, through debit and credit memos. A debit memo increases a customer’s balance (the amount owed to the business), and a credit memo decreases a customer’s balance.

Adding a Credit Memo to a Customer Account

  1. Select CUSTOMERS → ADJUSTMENTS → ENTER
  1. Enter or Lookup customer (NOTE: Customer must be defined as an AR Customer)
  2. Enter Document date
  3. Enter Document number (Can auto-assign)
  4. Select Credit Memo from the Document Type drop down
  1. Click Enter
  2. Enter the Amount for the credit (must be a positive number)
  3. Enter the account (1210)
  4. Choose Apply to method of Open
  5. Optional: enter a Reference
  1. Click POST

Adding a Debit Memo to a Customer

  1. Select CUSTOMERS → ADJUSTMENTS → ENTER
  1. Enter or Lookup customer (NOTE: Customer must be defined as an AR Customer)
  2. Enter Document date
  3. Enter Document number (Can auto-assign)
  4. Select Debit Memo from the Document Type drop down
  1. Click Enter
  2. Enter the Amount for the credit (must be a positive number)
  3. Enter the account (1210)
  4. Choose Apply to method of Self
  5. Optional: enter a Reference
  1. Click POST

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