Add an adjustment type

Smile is configured with a credit and debit note adjustment type by default. Additional variations of credit and debit notes can be added as required.

This task explains how to add an adjustment type.

  1. Select Adjustment Types under Accounts Receivable on the Configuration and Tools page.
    The Adjustment Types page is displayed.
  2. Click Add.
    A blank Adjustment Type page is displayed.

    Figure: Adjustment type properties

    Screenshot of Adjustment Type properties page
  3. Type a name in the Adjustment name field.
  4. Select a type from the Adjustment drop-down.
    Additional adjustment type fields are displayed.
  5. Do the following:
    • Select a category from the Sales report category drop-down.
    • Select an option from the GST allowances drop-down.
  6. Complete other adjustment type fields as required.
    For more information, see Adjustment type properties.
  7. Click Save.
    The Adjustment Types page is displayed.