Using Adjustment Notes

Using Adjustment Notes

What are Adjustment Notes?

If you have used the software for a while, you might have noticed a section called Adjustment Notes and wondered, “What are Adjustment Notes?”, “Is this useful for my business?”

Adjustment Notes, also known as Credit Notes or Refunds, are just a way to supply a refund to a customer. You might need to do this for damaged, returned, or undelivered goods. You might also need to consider using this for an overpayment, or pricing error.


Creating an Adjustment Note

  1. You'll find the Adjustment Notes option under Sales. From there you can click the + Add Adjustment Note button to create a new Adjustment Note.

Note: you need to first have an Invoice for a Customer that you want to apply this note to.



 
  1. You will notice this next screen looks very similar to a standard Invoice, except you have some different adjustment types.


 
  1. After you add a Customer, you are prompted to link an Invoice. Clicking this field will show you a number of invoices you have created for the Customer, ordered by date. You can also search this field. 


 
  1. Selecting an Invoice to link will provide you with a small amount of invoice data, including the date it was created, the total provided, and the balance due.


 
  1. Let’s take a look at the Adjustment Type field on the top right.


 
  • Assign to Invoice provides the ability to target a linked invoice. The total amount applied in the Adjustment Note cannot exceed the invoice total owed.
  • Write refund allows traditional refunds to be created without assigning them to a particular invoice, useful for when the refund exceeds the invoiced amount or covers multiple invoices
  • Assign credit brings the ability to apply a credit to a customer rather than a refund, this is able to be applied to a later invoice
  1. For each of these options, you will need to add a line item. Whatever you add here will be provided as a cost for your business instead of a cost for the customer. So for instance, if the original invoice was for 1 item at $50, adding that same item here in the line item would be a way to provide a 100% refund for the item in question.



    • Related Articles

    • Creating and sending an Invoice

      Note: Before sending an invoice, we recommend you add a business logo. An invoice is a standard tax document or agreement for provision of goods & services. There are three stages of an invoice to choose from (top right menu of a new invoice): Send ...

    • Creating a NDIS Compliant Invoice

      Note: Before sending an NDIS compliant invoice, we recommend you add a business logo. An invoice is a standard tax document or agreement for provision of goods & services. There are three stages of an invoice to choose from (top right menu of a new ...

    • Creating a NDIS Client Customer

      What is a NDIS Client? An NDIS client is a customer type for a customer who is using their NDIS funds to engage with you. Creating a NDIS Client Customer Create a new Customer by clicking Create New +, selecting Customer, filling in the relevant ...

    • Sending an Invoice

      Overview okke allows to you email out invoices straight to your customers and clients in two easy steps. Create and finalise the invoice Hit send - and away it goes! Video Walkthrough Sending an Invoice in okke Create a new Invoice or open an ...

    • Editing and Changing a Finalised Invoice

      You can edit an Invoice so long as the invoice is in draft state. If you've made a mistake, you may want to edit an Invoice that has been finalised or sent, providing it hasn't had a payment recorded against it. While you can remove accidental ...