Enter Accounts Receivable Adjustments: Credit Memos

You can enter adjustments to accounts receivable balances in Practice CS in the form of credit memos, debit memos, and write-offs. Credit memos reduce accounts receivable. You can apply them to invoices, service charges, and debit memos.
  1. Select
    Actions
    , then
    Receipt & Adjustment Entry
    .
  2. Enter a
    Control Date
    .
  3. Select the
    Adjustments
    tab.
  4. Enter the
    Date
    .
    This is the date the transaction will be posted.
  5. Enter or select the client.
  6. Select
    CM
    in
    Type
    .
  7. You can enter a
    Reference Number
    , if needed.
  8. Enter the
    Amount
      of the credit memo.
  9. If the
    Apply
    screen doesn't open:
    1. Select the ellipsis button between the
      Amount
      and
      Applied amount
      columns.
    2. Enter the amount of the credit memo to apply next to the invoice or debit memo to apply it to.
  10. You can enter a
    Comment
    to describe the reason for the credit memo and who requested or authorized it.
  11. Select
    Enter
    or press Tab on your keyboard to complete the transaction and move the cursor to the next transaction.