Page Comparison

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1. Search for the Client in the Received For field.
2. Once a client is selected, this will open up all invoices and adjustment notes available for that client.
   
   You can apply an adjustment note to any invoices that are on the same matter - or keep it on one invoice
   
   
3. Change the date to the date of the adjustment note you created under the 'Creating an Adjustment Note' section above
4. Optional: Enter in a Receipt Memo, Received from and Their reference number
5. Select the adjustment note you wish to apply
6. Enter in the amount of the adjustment to the relevant invoice.
   Note: You can split an adjustment note over multiple invoices if required.
7. Ensure the Amount Unapplied is $0.00 if you are fulling applying that adjustment note.
8. Once you have checked all the details are correct, select Apply adjustment note
   
   
9. From here you can print the adjustment note if required.
   
   
10. At this stage, your adjustment note will only be a draft application. You need to go back into the Adjustment note application and select Confirm before it is completed.
    
    Note: Once confirmed, the adjustment note will be posted to your external accounting system within minutes.

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