Practice Manager only
The Debtors Adjustment can be accessed in two ways:
Select Debtors > Debtors Adjustment on the toolbar. The Debtors Ledger opens in Adjustment mode.
Enter the Client name or Code for the client from whom payment was received. If you do not know the full client name, click the magnifying glass button to find and open a client. See Finding and opening clients and contacts. The Client Code field is automatically filled with the client details when you enter or select the client name in the Client field.
Find and open a client. See Finding and opening clients and contacts. The Client page opens on the Main tab by default.
Click Debtors ledger on the TASKS bar. The Debtors Ledger opens for the selected client. The Source, Client and Code fields are automatically filled with the client details.
Click Adjustments on the TASKS bar. The Debtors Ledger changes to Adjustment mode.