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Correct undercharges if you already sent the statement

To do this task

  1. Open the customer's register or your A/R register.

  2. Enter an adjustment charge to appear on the customer's next statement:

    1. Enter the item that you undercharged.

      This ensures correct accounting on your reports.

    2. 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.

    3. 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 description.

    4. Verify the date of the charge.

      If necessary, change the date so that it falls within your next billing period.

  3. Click Record.

  4. When it's time to bill your customer again, print the customer's statement.

    The statement will include the adjustment charge along with any other charges for the billing period.

See also

KB ID# H_STMT_UNDERCHARGE_SENT
9/29/2016 6:34:52 AM
PPRDQSSWS404 9138 Pro 2017 3836f7