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.
