Correcting overcharges on statements

To correct overcharges if you haven't yet sent the statement:

  1. Open the customer's register.
  2. Find any incorrect charges. Change the amounts of those charges.
  3. Click Record to save your changes.
  4. Reprint the statement.

    Tip 1: In the Select Statements to Print window, make sure that the date range of the reprinted statement is the same as it was for the original statement.

    Tip 2: If you are reprinting a statement for one customer only, be sure to select the “One customer” option when the Select Statements to Print window appears. Normally, this window is set to print statements for ALL customers.

To correct overcharges if you've already sent the statement:

  1. Create a credit memo to appear on the customer's next statement:
    • In the Item column, enter the item you overcharged. This ensures correct accounting on your reports.
    • Make the amount equal to the difference between the correct amount and the amount you charged the customer. For example, if you charged $15.00 when you should have charged $10.00, enter the credit as $5.00.
    • In the Memo field, enter the description you want your customer to see on the printed statement. For example, you could enter “Credit for overcharge.”
    • Check the date of the credit memo. Make sure that the date falls within the date range of the customer's next statement.
  2. When it's time to bill your customer again, print the customer's statement.

    The statement will include the credit memo along with any other charges for the billing period.