Client management adjustment will enable you to see all the changes made to client’s balance as well as adding new ones.
The Adjustment section allows you to add and view all of the adjustments to the clients’ balance.
To view the section, go to the Client Management > Adjustment section.
The list contains the following information:
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ID: The number of the adjustment record in the system.
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Date: The date the adjustment is made.
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Client: The name of the client.
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Amount: The adjustment amount.
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Description: The additional information about the adjustment.
You can narrow down the search results by using the following filters:
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Filter Date: Select the period for the adjustments.
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Client: Select the specific client.
To add a new adjustment to the client’s balance, click the “Add Adjustment”, and fill in the following information in the pop-up window:
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Client: Select the client from the list.
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Adjustment Date: Select the adjustment date.
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Adjustment Amount: Fill in the positive number to increase the client’s invoice total. To credit a client, use a negative number.
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Description: Fill in the additional information for the adjustment record.
Click the “Create” button to complete.
