Entering a service charge for a customer

Use service charges for miscellaneous charges to a customer. Service charges are generally created through the Customer Entry Roll Balances Report, but you can manually enter them in Customer Transaction Entry.

  1. Select Customer > Entry > Customer Transaction.
  2. Click OK to open a journal.
  3. Specify the customer number, and select Service Charge in the Type field.
  4. Click Next.
  5. Specify an invoice number for this transaction.
  6. Specify the amount of the transaction.
  7. Specify a ship to, if applicable.
  8. If you use divisionalized accounting, accept or change the division number.
  9. Indicate whether the invoice is disputed.
  10. Specify the invoice date.
  11. Accept or change the terms.
  12. Specify a reference.
  13. Click Next.
  14. To specify offset accounts and amount, click Add.
  15. To apply the amount by percentages or to apply the entire proof amount, select the account and then click the appropriate button.
  16. When the proof amount is 0.00, click Save.
  17. Close the window to exit the function and close the journal.
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