Creating a New Sales Credit Journal in Thrive Accounts
Trojan Support User
19 steps
49 seconds
Thriveaccounts
1
Navigate to <https://app.thriveaccounts.com/> and open the Sales module.
2
Click "Sales Credit Journals"
3
Click "NEW SALES CREDIT JOURNAL"
4
Add your customer account.
5
Ensure your date and accounting period are correct.
6
Add a reference if required for your customer.
7
Click here to add a line item.
8
Click here to add details about this line item.
9
Click here to change the General Ledger account.
10
Click the "Net" field to add the value of your debit journal line item.
11
You can add a note or delete the line item using the icons on the far right of the line item.
12
Click here to add a new line item.
13
Click "SAVE" to create the Sales Credit Journal.
14
You can view details, edit or attach documents to the Credit journal using the overflow menu.
15
You can upload your Credit Journals in bulk using the import icon in the top right.
16
There are several options for filtering the list of Credit Journals - such as filtering to a series of transactions,
17
a range of dates or periods,
18
transactions created for a specific customer account,
19
or a specific customer reference on a transaction.
For any further information on Sales Credit Journals, contact the support team.
