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==Introduction== | ==Introduction== | ||
* General debit note to customer likes services, insurance, or any non-stock control billing. | * General debit note to customer likes the adjustment for undercharged to services, insurance, or any non-stock control billing. | ||
* | * Besides that, you can check the debit note status such as outstanding and payment history. | ||
::[[File:Customer Debit Note-Browse.jpg|640px]] | ::[[File:Customer Debit Note-Browse.jpg|640px]] | ||
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==Customer Debit Note - Entry== | ==Customer Debit Note - Entry== | ||
1. Click on New button. <br /> | 1. Click on '''New''' button. <br /> | ||
2. See the New Customer Debit Note entry form screenshot below.<br /> | 2. See the New Customer Debit Note entry form screenshot below.<br /> | ||
::[[File:Customer Debit Note-New.jpg|640px]] | ::[[File:Customer Debit Note-New.jpg|640px]] | ||
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3. Select the Customer Code. You direct key-in and search by either customer code or name.<br /> | 3. Select the '''Customer Code'''. You direct key-in and search by either '''customer code''' or '''name'''.<br /> | ||
4. Input the Sales A/c and amount to be | 4. Input the '''Sales A/c''' and amount to be credit.<br /> | ||
5. Below is the example of the entry created:<br /> | 5. Below is the example of the entry created:<br /> | ||
::[[File:Customer Debit Note-Edit.jpg|640px]]<br /> | ::[[File:Customer Debit Note-Edit.jpg|640px]]<br /> | ||
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# Document Project | # Document Project | ||
# Detail Project | # Detail Project | ||
* For document project, you need to point to MORE section (on the left side bar). | * For '''document project''', you need to point to '''MORE''' section '''(on the left side bar)'''. | ||
* For detail project, you have to insert the | * For '''detail project''', you have to insert the '''project''' column out from Field Chooser. | ||
::[[File:Customer Debit Note-Project.jpg|640px]] | ::[[File:Customer Debit Note-Project.jpg|640px]] | ||
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! '''Label''' !! '''Types''' !! '''Explanation''' | ! '''Label''' !! '''Types''' !! '''Explanation''' | ||
|- | |- | ||
| A || Document Project || It represent the project for a document to be | | A || Document Project || It represent the project for a document to be debit. | ||
|- | |- | ||
| B || Detail Project || It represent the project for individual GL Account to be | | B || Detail Project || It represent the project for individual GL Account to be credit. | ||
|} | |} | ||
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==Customer Debit Note - Note== | ==Customer Debit Note - Note== | ||
1. Click on the Note section (on the LEFT side bar).<br /> | 1. Click on the '''Note''' section '''(on the LEFT side bar)'''.<br /> | ||
2. RIGHT click it, you will see the Rich Text Editor pop-up. <br /> | 2. '''RIGHT''' click it, you will see the '''Rich Text Editor''' pop-up. <br /> | ||
3. You can start key-in the note. See the example screenshot below.<br /> | 3. You can start key-in the note. See the example screenshot below.<br /> | ||
4. Click on '''X''' button to save and exit the Rich Text Editor.<br /> | 4. Click on '''X''' button to save and exit the '''Rich Text Editor'''.<br /> | ||
::[[File:Customer Debit Note-Note.jpg|640px]] | ::[[File:Customer Debit Note-Note.jpg|640px]] | ||
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5. You will get prompted the | 5. You will get prompted the '''Save changes?''' message. Click '''YES''' to save it. | ||
::[[File:Customer Debit Note-Note2.jpg|400px]] | ::[[File:Customer Debit Note-Note2.jpg|400px]] | ||
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Revision as of 04:10, 16 January 2016
Menu: Customer | Customer Debit Note...
Introduction
- General debit note to customer likes the adjustment for undercharged to services, insurance, or any non-stock control billing.
- Besides that, you can check the debit note status such as outstanding and payment history.
Customer Debit Note - Entry
1. Click on New button.
2. See the New Customer Debit Note entry form screenshot below.
3. Select the Customer Code. You direct key-in and search by either customer code or name.
4. Input the Sales A/c and amount to be credit.
5. Below is the example of the entry created:
Double Entry will be:-
DR CR
Customer Control Account RM500.00
Sales RM500.00
Customer Debit Note - Project
- There are 2 types of project you need to be take note.
- Document Project
- Detail Project
- For document project, you need to point to MORE section (on the left side bar).
- For detail project, you have to insert the project column out from Field Chooser.
| Label | Types | Explanation |
|---|---|---|
| A | Document Project | It represent the project for a document to be debit. |
| B | Detail Project | It represent the project for individual GL Account to be credit. |
Customer Debit Note - Attachment
- It is very useful to attach any supporting documents to a debit note.
- In future, you able to retrieve and refer the attachment file easily.
1. You have to point to the attachment section.
2. Click on ( + ) button to insert the filename path.
3. See the sample screenshot below.
Customer Debit Note - Note
1. Click on the Note section (on the LEFT side bar).
2. RIGHT click it, you will see the Rich Text Editor pop-up.
3. You can start key-in the note. See the example screenshot below.
4. Click on X button to save and exit the Rich Text Editor.
5. You will get prompted the Save changes? message. Click YES to save it.
Customer Debit Note - D/N Description
- If you wish to display the document description in Customer Statement, you can key-in into the Debit Note Description.
- Sample of customer statement screenshot below.
