SHORT PAYMENTS - ADJUSTMENT CREDIT JUNE 2021 XXXXXXXX
https://docs.google.com/document/d/1tbJLECLdYiaBuFGnFIqz-8pbdePEc7h-cbuPEvqmqjs/edit
If the payment received is less than the invoice amount, we can make adjustments as long as it isnt more than $25.
Rather than chasing with customer/sales person, we will just create the credit invoice.
THIS APPLIES TO ALL PAYMENT METHODS.
HOW TO CREATE A CREDIT INVOICE
Open the invoice that was short paid, click on CREDIT go to ITEMS tab
Tick the item, do not tick RESTOCK
ENTER THE AMOUNT you need to credit (the difference, it will calculate itself)
Reason is INVOICE KEYING ERROR
Click OK then SAVE & EXIT
Then SAVE
You will see that the invoice has an updated amount and you can open it to see the credit note
Related Articles
CAPRICORN MANUAL ENTRIES PAYMENTS STEP 2 - JUNE 2021 xxxxxxxx
https://docs.google.com/document/d/1B_tVh6V6K0fY_fin8K-86tmnMmvnqjSZQ_yHFLJ6bIM/edit?usp=sharing ============================================================= REQUIRES ACCESS TO PINNACLE, BANKING MASTERFILE AND MANUAL ENTRY SHEET This is to refund ...CREDIT CARD DISPUTE/CHARGEBACK XXXXXXXX
https://docs.google.com/document/d/1iGMFye_D00ZJRvzcKzubWSyxZeI6GZzzA0CSzk4gs2s/edit?tab=t.0 We sell by credit card , at time the credit card holder will dispute these charges when they do they ask their bank to " charge back " and basically take the ...WEB PAYMENTS/CREDIT CARDS PROCESSING SALES GUIDE FOR ADMIN -
LINK TO GUIDEBANKING CREDIT CARD PAYMENTS ALLOCATIONS
BANKING MASTERFILE BANKING credit cards payments ALLOCATIONS Open Banking-Credit cards Master file Go to Pinnacle – Accounting – Payments Type Customer Name in customer name box then press enter The Payments and Credits of customer will appear ...EFTPOS WEB -AM - PAYMENT ALLOCATION -WEB EFTPOS XXXXXXXX
https://docs.google.com/document/d/1DGnPdkJWb6GPkX6Tw2oAhJxo4FvZJtURoHjpViVlMBU/edit REQUIRES ACCESS TO PINNACLE and BANKING MASTERFILE - ask for log in credentials from your manager SET UP - ONE SCREEN FOR PINNACLE and ONE SCREEN FOR BANKING ...