- In the navigation pane, double-click Relationships then Customer Transactions.
- Click Debits.
Click New. The New Customer Debits window displays.
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- Enter header details for the debit:
- Select the customer who the debit is for.
- Enter a description for the debitthat best describes the debit.
- The date is automatically set to today's date, but you can change it if you need to.
- Click down to under the Line Items tab.
- Enter line information:
- For the Account Site, select GL select the correct General Ledger Account.Enter the Value Ex GST
- The description will populate from the description entered at the header level. If you wish to have a different description on the line level you can override the existing one.
- Enter either the valueex or the valueinc and the tax code.
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- If you want to add a note for the deibt, click Note in the ribbon.
- When you have finished, you have three options.
- Click Finalise to finalise the debit without allocating it.
- Click Finalise and Allocate to finalise the debit and allocate it against an invoice.
- Click Finalise and New to finalise the debit without allocating it, and start another transaction.