Page Comparison

1. In the navigation panepanel, double-click Relationships then Customer Transactions.
2. Click Debits.

3. Click New. The New Customer Debits window displays.

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4. Enter header details for the debit:
   
   • The date is automicatlly defaults to todays date, but you can change it if you to need to.
   • Select the customer who the debit is for.
   • Enter the value for the debit
   • Enter a description that best describes why the debit is being created.
     
     
5. Click down to under the Line Items tab.
6. Enter line information:
   • For the Account Site, select the correct General Ledger Account.
   • 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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7. When you have finished, you have three options.

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