Accounts receivable adjustments

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You might need to create a credit note to adjust accounts receivable for a reason other than sales return or discount allowed. To create such a credit note:

1. Go to Sales and under Return, click Credit notes. Then, in the Credit notes list, click Create.
2. Specify general details:
   • To indicate a customer whose balance to adjust, select Customer.
   • To specify the adjustment amount, fill in Adjustment amount, excl. tax.
   • Set Operation to Accounts receivable adjustments.
   • Fill in other fields as necessary.
3. Optional: On the Credited transactions tab, specify all the original documents that the adjustment is related to. This is for reference purposes only. It can be useful if you need to keep information about such documents. The documents can be sales invoices, account sales from consignee, or credit notes. To specify the documents, do any of the following:
   • To fill in original documents automatically, click Fill by period, select a period, and click Select.
     1C:Drive populates documents with the creation date within the selected period. The documents are for the company, customer, and contract that the credit note is created for.
   • Add a single document manually, click Add and in the Document field, click . Then select a document type and click OK. The document list is shown. Select a document and click Select.
   • To select and add multiple documents at once, click Select. Then select a document type and click OK. The document list is shown. Select documents while holding down Shift or Ctrl. Then click Select.

   Note. The "account sales from consignee" documents are available if Send goods on consignment checkbox is selected in Settings > Sales, under Consignment sales.

4. On the Amount allocation tab, specify the documents to make the adjustment to. Use any of the following options:
   • To fill in documents automatically, click Fill in. 1C:Drive populates all documents that record a customer's debts (such as sales invoices). The documents are for the company, customer, and contract that the credit note is created for.
   • To add documents manually, click Add and select a document. Then fill in the amount of adjustment for the document and other details. See Amount allocation tab.
5. Optional: On the Additional information tab, specify additional information including the adjustment reason.
6. Click Post and close.

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