Customer or Principal Adjustments

Please note the Customer Adjustments works just like Principal Adjustments.

Adjustments to invoices can be applied to Customers or Principals

A full list of customers (1) and related charges and adjustments (2) are shown.

Pressing the Apply Adjustment to Selected Invoice will open up a form to add a new adjustment.

Shown below is an adjustment being applied to invoice # 6. After it is posted a printout will open. Close the printout and reopen the Principal Adjustments to see the adjustment to invoice #6.

Close the printout and reopen the Principal Adjustments to see the adjustment to invoice #6.

The details of the adjustment can be seen through the Principal Commission menu item.