Using the Adjustments Tab in Payments

OASIS allows users to adjust the commission check account for items such as freight, samples, and bonuses. OASIS allows users to charge these adjustments to a commissioned account if needed.

1. Navigate to the Payments page.

2. Open a new or existing payment.

3. Select the "Adjustments" tab.

4. Use the button to add lines and the button to remove lines.

5. Enter any needed information. Note: enter deductions as negative numbers and additions or bonuses as positive numbers.

6. Double-click inside a field to edit the content.

7. Enter an Account ID to add or deduct these adjustments to a sales account.

8. Link the adjustments to a PO number or invoice number if needed.

9. Adjustments will be totaled in the header. The goal is to reduce the difference amount to $0.00, but it does not need to be $0.00 to post the payment.