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:

  • ID: The number of the adjustment record in the system.

  • Date: The date the adjustment is made.

  • Client: The name of the client.

  • Amount: The adjustment amount.

  • Description: The additional information about the adjustment.

You can narrow down the search results by using the following filters:

  • Filter Date: Select the period for the adjustments.

  • 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:

  • Client: Select the client from the list.

  • Adjustment Date: Select the adjustment date.

  • Adjustment Amount: Fill in the positive number to increase the client’s invoice total. To credit a client, use a negative number.

  • Description: Fill in the additional information for the adjustment record.

Click the “Create” button to complete.

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