ADJINV
Adjust Invoices Transaction

This transaction allows users to adjust an outstanding invoice amount.  Users can change the amount due or completely write-off the balance.

 Type 1 (Retail) Accounting and Type 3 Accounting:

From the main screen of CollectMax, select the button to bring up the Client Find Screen.

Select to find a client by ID or Name.  Type in the Client's Name or ID or scroll to find the client. Click the button.

Select the tab to bring up the Financial Screen.

Click the button to select the ADJINV transaction code from the list.

Click the button to display the ADJINV screen.

• Enter the date of the transaction.
• Click the button to select a reason for the Adjustment.

• Type a Note.
• Select an invoice from the Invoice Section.

• Click the button.
• Select the amount of the adjustment to be made.  To lower the balance remember to enter a negative number.

• Click the button to show the new total due on the invoice.

• If the amount is correct, click the button to save the transaction.

 Type 2 (Commerical) Accounting

From the main screen of CollectMax in click the button, to bring up the Debtor Find Form.

Choose to find the debtor by any of the options.  And click the button to pull up the debtors account.

Click the tab to pull up the debtor's Financial screen.

Click the button in the Enter Transaction Code section.  Select the ADJINV--Adjust Invoice Code.

Click the button to display the ADJINV screen.

• Enter the date of the transaction.
• Click the button to select a reason for the Adjustment.

• Type a Note.
• Select an invoice from the Invoice Section.

• Click the button.
• Select the amount of the adjustment to be made.  To lower the balance remember to enter a negative number.

• Click the button to show the new total due on the invoice.

• If the amount is correct, click the button to save the transaction.