Customer Debits
- Sharon Harden (Unlicensed)
- Diane Partridge
- Carolynne Robertson-Dunn (Deactivated)
Overview
Customer Debit Notes are purely Non Stock Financial Transactions from within the Card.
They have no effect on the Physical Stock Movement, that is the increase or decrease of Stock on Hand.
Usually Customer Debit is used to write off a bad debt or for a write off to Discount Allowed (trade debtors) for a minimal outstanding amount of a few cents that the customer may have overpaid.
Getting Started
Reference
Buttons
There are no custom buttons for this list. Refer to Common Buttons.
Fields
| Name | Description |
|---|---|
Type | The type of transaction (CUSDEB (Customer debit)) |
Number | The transaction number of the customer debit |
Status | A Status is update feature on any entry/transaction made within readysell. |
Date | The date and time (local to the workstation) when the action took place. |
Customer | The customer card who the debit is for |
Description | A description of the customer debit |
Tax Value | Shows the total value of all tax applied to the open item. |
Value Inc Tax | The value of customer debit, including tax |
Lines Tab
| Name | Description |
|---|---|
| Account Site | Account Site, select the correct General Ledger Account. |
| Description | A description for the customer debit (for reference purposes only). |
| Value Ex Tax | The value of the transaction (excluding tax) |
| Tax Code | The tax code associated with the customer debit. |
| Tax Value | Shows the total value of all tax applied to the open item |
| Value Inc Tax | The value of the transaction (including tax) |
Line Details
Value Ex Tax
General tab
| Name | Description |
|---|---|
| Site | The site that has been entered or defaulted to the transaction |
| Period | The period comes from the date of the debit. |
| Charge To | The card to which the debit is being charged to |