How to Process an Account Adjustment Online
Tyler Arnold
17 steps
59 seconds
Eagleclubsystems
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Click "Quick Order"
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Click "* Select Customer *"
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Click "Arndt- dues (M)"
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Click "Search"
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Click "Account Adjustment"
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If you would like, you can enable "modify description" on this item so the description of the item that is posted to the customer's ledger can state the reason for this. In this case, an overpayment in April. Then click save.
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Click "Account Adjustment - Over paid for April"
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Click this text field.
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Click "Save"
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Click "Continue"
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Select if you would like a receipt and how
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Click "Finalize"
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Click "On Account"
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Click "Customers"
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Click "Arndt- dues (M)"
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Click "Financial"
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Click "Account Adjustment - Over paid for April"
