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  1. In the navigation pane, 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:
    • Select the customer who the debit is for.
    • Enter a description for the debit.
    • The date is automatically set to today's date, but you can change it if you need to.
  5. Click the Line Items tab.
  6. Enter line information:
    • For the Account Site, select GL Account.
    • Enter the Value Ex GST and the tax code.
  7. If you want to add a note for the deibt, click Note in the ribbon.
  8. When you have finished, you have three options.
    1. Click Finalise to finalise the debit without allocating it.
    2. Click Finalise and Allocate to finalise the debit and allocate it against an invoice.
    3. Click Finalise and New to finalise the debit without allocating it, and start another transaction.

 

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