Difference between revisions of "Adjust (disambiguation)"
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*[[:Category:Direct Bill|Direct Bill]] Adjustment | *[[:Category:Direct Bill|Direct Bill]] Adjustment | ||
*:[[Direct Bill: Adjust Commission for Fees or Agency Bill Payable]] | *:[[Direct Bill: Adjust Commission for Fees or Agency Bill Payable]] | ||
| + | *::[[Direct Bill: Adjust Commission for Fees or Agency Bill Payable#Process Adjustments Sent As Commission Line Items|Process Adjustments Sent As Commission Line Items]] | ||
*:[[Direct Bill: Pay Company On Behalf Of Client]] | *:[[Direct Bill: Pay Company On Behalf Of Client]] | ||
*[[:Category:Payables|Producer Payable]] Adjustment | *[[:Category:Payables|Producer Payable]] Adjustment | ||
Latest revision as of 15:17, 17 May 2017
Also see Reconcile for additional reconcile options.
Cash
- Apply Client Cash Balance to an Invoice
- Clear Offsetting Client Invoice Amounts From Account Tab
- Client Payment: Non-Sufficient Funds (NSF)
- Client Refund on Overpayment or Credit Balance
- Unapply Client Cash Payment From An Invoice
Fees
Invoice Adjustment
- Invoice: Edit An Invoice
- Invoice: Adjust Premium and Commission on Existing Invoices in Closed GL Periods (Adjust manually or through Reconcile)
- Invoice: Delete An Invoice
- Agency Bill Adjustment
- Direct Bill Adjustment
- Producer Payable Adjustment
