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

2. Enter or Lookup customer (NOTE: Customer must be defined as an AR Customer)
3. Enter Document date
4. Enter Document number (Can auto-assign)
5. Select Credit Memo from the Document Type drop down

6. Click Enter
7. Enter the Amount for the credit (must be a positive number)
8. Enter the account (1210)
9. Choose Apply to method of Open
10. Optional: enter a Reference

11. Click POST

Adding a Debit Memo to a Customer

1. Select CUSTOMERS → ADJUSTMENTS → ENTER

2. Enter or Lookup customer (NOTE: Customer must be defined as an AR Customer)
3. Enter Document date
4. Enter Document number (Can auto-assign)
5. Select Debit Memo from the Document Type drop down

6. Click Enter
7. Enter the Amount for the credit (must be a positive number)
8. Enter the account (1210)
9. Choose Apply to method of Self
10. Optional: enter a Reference

11. Click POST