Adjustment Notes
How do I create an adjustment note to apply to customer invoices? I am not able to make the quantity a negative amount.
Forum Discussion
Hey Rctmtruswell here’s how to sort this out in Solo:
1️⃣ Create a new expense category called Customer Refunds
2️⃣ Head to Money Out and create a manual expense
3️⃣ Enter the amount that’s the difference between what was invoiced and what the customer actually paid
4️⃣ Set the category to Customer Refunds and the payment method to Cash
5️⃣ Pay off the remaining balance on the invoice using Cash as well
6️⃣ Jump into your Profit & Loss to make sure everything’s looking spot on ✅
Give us a shout if you still need a hand! 📢
I thought Solo was supposed to be a simple and quick way for on the go accounting. That is nothing short of a nightmare. I’m starting to regret going down this path and should have just stayed with spreadsheets and Journals.
Thank you for your assistance.
