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Post Transaction to a Customer's Account

Sometimes, there may be situations where you need to adjust the amount a customer owes.

In such cases, you can use the 'Post Transaction' feature available in the customer's account.

You can either increase the amount owed (debit) or decrease it (credit) depending on the circumstances.

Step by Step Instructions:

  • From the Dashboard, select Customers

  • Choose a Customer

  • Select Statement from the sub menu

  • Click the Settings gear above the Date on the left side of the page

  • Select Post Transaction

  • The Post Transaction window appears. Provide a brief description, and select whether it's a credit or a debit to the customer's account

  • Enter the amount, and click Post at the bottom to finish

A successfully posted transaction will show as the topmost entry on the customer's statement page.

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