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Adding a Debit to an Individual’s Account
Adding a Debit to an Individual’s Account
Updated over a week ago

A debit may be added to an Individual account for multiple reasons including billing error, late payment fee, interest, other financial charges etc. Once a debit has been added to an Individual’s account it is possible to apply a payment against the debit if required.

How to Add a Debit to an Individual Account

To add a debit to an Individual’s (client’s) account follow the instructions below:

  1. Click Add Debit.

  2. Enter a Transaction Date.

  3. Enter a Reason if applicable.

  4. Select a received by Site if different from the default.

  5. Enter the Amount.

  6. Enter a Reference Number if applicable.

  7. Enter a Description if applicable.

  8. Click Save.

Once the debit note has been added to the Individual account, you will be taken to the Debit Note page.

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