- In the navigation panel, double-click Relationships then Customer Transactions.
- Click Debits.
Click New. The New Customer Debits window displays.
- 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.
- Click down to under the Line Items tab.
- 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.
- 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.