Apply Credit Adjustment

If you did not already apply a credit adjustment to an open invoice when creating a credit adjustment, you can manually apply it after it has been posted. This is known as an adjustment application.

Only adjustments with the Manually Apply to Invoice field enabled can be manually allocated to invoices. You can select or deselect this checkbox when creating or editing an adjustment. Refer to Create Credit Adjustment for more information.

The amount of the credit adjustment that is still available to apply is displayed in the Unapplied Amount field on the Credit Adjustment Detail window.

Unapplied Amount of Credit Adjustment

Complete the following steps to apply a credit adjustment:

Select Customer Billing from the Gotransverse application menu .

You may see a Customers and an Accounts tab or just the Accounts window, depending on the value for the Allow Multi-Customer Accounts Billing system setting. The Allow Multi-Customer Accounts system setting must be set to True to see both tabs. If this system setting is set to False, you will only see the Accounts window while in the Customers module. Refer to System Settings for more information about configuring system settings.
Select a customer from the list or search for a customer from the Search field to open the Customer Summary window.

To quickly access a customer or billing account, click the icon on the title bar (on either the Customers or Accounts window) and enter part of the customer or billing account name. If you do not see the Accounts tab, you can still search for a billing account from the Customers window by entering part of the number in the Search field. You can also bookmark regularly-used pages. Refer to Search Feature for more information.

Customers Window

Click the icon in the left pane to hide it. Click the icon to open it.

You can manage which columns display in any table with a Configure or Columns button by clicking the button and selecting desired columns. In addition. If the table includes a Filter button, you can filter the table contents. If the table includes an Export button, you can export visible table contents (up to 50) to a CSV (comma-separated values) file. Refer to Data Tables for more information about using these features.
On the Customer Summary window, select an account under the Accounts detail tab to open the Account Details window.

Customer Summary Window
On the Account Details window, click the Adjustments tab to open the Adjustments window.

Adjustments Window

NOTE: If you use the Avalara Communications Tax processor, the Recurring Services and One-Time Services tables will include a Tax Mode column showing how the service was configured for tax: Tax Exclusive, Tax Inclusive, or No Tax.
On the Adjustments window, complete one of the following steps:
1. For the credit adjustment you wish to apply an adjustment, click the click the in the Actions column and select Adjustment Application to open the Adjustment Application window.
  
  Apply Credit Adjustment Option
2. OR, select the credit adjustment from the list to open the Credit Adjustment Detail window. Click the icon in the header panel, and select Adjustment Application to open the Adjustment Application window.
  
  Adjustment Application Option
On the Adjustment Application window, select the desired invoice or invoices and enter the adjustment amounts that you want to apply to each in the adjacent Adjustment Amount fields. You can only enter an amount equal to or less than the total credit adjustment amount. The totals shown below the list of invoices updates as you enter amounts in the Adjustment Amount fields.

Adjustment Application Window
After you have entered all required information, click Apply.

On the Credit Adjustment Details window, you can view details about invoices with applied adjustments. Refer to View Credit Adjustment Information for more information.

Topic updated: 07/2024.