How to do Credit Bill Adjustment and see receivable summary report in RetailEasy On Cloud
Purpose : The purpose of a credit bill adjustment is to ensure the customer's credit balance reflects the accurate amount, user can adjust the credit by partial or full payment adjustments. This helps maintain accurate financial records.
Steps to Adjust Credit Bill
1. Do a Credit Sales Bill for a Credit Customer and Save the transaction.
2 - If the customer is adjusting the Payments, you will have to adjust the bill in the Finance and Accounts --> Receivables and Payables --> Bill wise Receipt
Select the Customer and Location.
After loading the customer, the Credit Bill Amount details will be displayed.
The Bill Amount will appear on the screen.
Select the Adjustment mode "Auto"/"Manual".
Enter the desired Amount manually to make the adjustment.
Click on "Save"
3 - To check the Receivable Summary report, Go to Reports --> My Reports -->Receivable Summary Reports
Columns in the Receivable Summary Reports
Payable Amount - The Total amount which should be paid by the Customer
Paid Amount - The Amount that the customer has Paid and has adjusted now
Balance Amount - The Balance amount that should be paid by the customer after adjusting the amounts
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