To do this task
Open the customer's register or your A/R register.
Enter an adjustment charge to appear on the customer's next
Enter the item that you undercharged.
This ensures correct accounting on
Make the amount equal to the difference between the correct amount and the
amount you charged the customer.
For example, if you charged $5.00 when you
should have charged $7.00, enter the adjustment charge as $2.00.
Edit the item description in the Memo field so that it shows what you want
your customer to see on the printed statement.
For example, you could add the phrase "Balance due for" to the beginning of the item
Verify the date of the charge.
If necessary, change the date so that it falls within your next billing period.
When it's time to bill your customer again, print the customer's
The statement will include the adjustment charge along with any other
charges for the billing period.
Apply credit amounts to
Correct overcharges on statements