Customer or Supplier Adjustments

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Home Customers Customers Customer or Supplier Adjustments

To do a customer or supplier adjustment are done using the same process. This is done by selecting the three dots at the end of the relevant record.

Select adjustment and enter in the relevant details

Paying particular attention to the note at the bottom, a negative value will decrease the balance, a positive value will increase the balance.

Add a Customer Edit a Customer Delete a Customer Make a Customer Inactive Put a Customer on Stop Credit Enter Payment Terms for a Customer Change a Customer’s Pricing Options Set up Contract Rates Manage Customer Delivery Addresses Documents and Images on Customer Accounts Customer Custom Fields Import and Export Customers Import and Export Customer Adjustments Customer Enquiry Set Up Head Office Accounts Duplicate a Customer Account Prompt Notes Add Standard Notes Customer Terms / Pricing Additional options Communications Log Pricing Rules Manage Customer Contacts Check customer exists on add setting Customer accounts and migration from VFP Customer or Supplier Adjustments

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