View Credit Adjustment Information

The Credit Adjustment Details window displays credit adjustment details configured when creating or editing a credit adjustment and information about adjustment applications or reversals.

The Adjustments tab displays a list of credit adjustments and information about adjustment applications or reversals.

Complete the following steps to view credit adjustment information:

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 to open the Adjustments Details window.

   

   Adjustments Details 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.

   

   Services Window - Tax Mode Column

5. In the Credit Adjustments section, select the desired adjustment to open the Credit Adjustment Details window, which includes the following sections:

   

   Credit Adjustment Details Window

   • Credit Adjustment header includes the adjustment ID number, status, and creation date. Also includes these icons:

     • : Edit Credit Adjustment.

     • : Options menu for Reverse Credit Adjustment After Posting, Reverse Unapplied Credit Adjustment Amount, and Apply Credit Adjustment.

     • : Click to collapse the information panel. When activated, the icon changes to to expand the panel.

   • The Credit Adjustment Information section includes the details configured when creating or editing a credit adjustment such as the credit adjustment ID, the type of adjustment, the entered and effective dates, the reason assigned to the adjustment, who posted the adjustment, whether or not the adjustment write-off expired, whether or not the adjustment was applied to an invoice, the total amount of the adjustment, the unapplied amount, and the write-off amount.

   • The Adjustment Application detail tab displays invoices to which the credit adjustment was allocated (refer toApply Credit Adjustment). Click the desired invoice to open the invoice’s detail window (refer to Invoices Module). If the adjustment was reversed, this detail tab also displays the reversed and write-off amounts.

 

 

 

Topic updated: 07/2024.