Edit Debit Adjustment

You can edit the debit adjustment before it is posted and when its status is Pending. If the debit adjustment is already posted, refer to Reverse Debit Adjustment for more information.

Complete the following steps to edit a debit adjustment:

1. 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.

2. 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.

3. On the Customer Summary window, select an account under the Accounts detail tab to open the Account Details window.

   

   Customer Summary Window

4. On the Account Details window, click the Adjustments tab, and complete one of the following steps:

   1. For the Pending debit adjustment you want to edit, click the the icon to open Edit Debit Adjustment window.

      

      Adjustments Window - Edit Icon

      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.

   2. OR, select the debit adjustment from the list to open the Debit Adjustment Details window. Click the icon to open the Edit Debit Adjustment window.

      

      Debit Adjustment Details Window - Edit Icon

5. On the Edit Debit Adjustment window, edit the necessary fields.

   

   Edit Debit Adjustment Window

   Required fields are marked with an asterisk.

6. Click Edit Adjustment to save your changes.

 

 

 

Topic updated: 07/2024.