Raise an adjustment
Raising an adjustment creates a transaction that changes the balance of an account. Use adjustments to correct an error in a closed invoice or to add a goodwill credit to a customer's account.
Adjustments appear in the Account History section and on customer statements.
Your Smile administrators can set limits on the adjustments you can raise. For example, an administrator may place a $100 limit on adjustments, or specify that you cannot change the automatically-calculated GST value of an adjustment.
The following table summarises when to raise each type of adjustment.
Type | Definition | Assigned to | Example use case |
---|---|---|---|
credit note | An adjustment that adds a credit to an account. | Single sales report category. | Compensate a customer for an inconvenience. |
debit note | An adjustment that adds a debit to an account. | Single sales report category. | Correct an invoice that undercharged a customer. |
itemised credit | A credit note that contains an itemised list of charges within the credit. | Each item can be assigned to a different sales report category. | Track the items in a credit in separate sales report categories, for example, a refund and a goodwill credit. |