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:
Navigate to the Individual’s Account page.
Click Add Debit.
Enter a Transaction Date.
Enter a Reason if applicable.
Select a received by Site if different from the default.
Enter the Amount.
Enter a Reference Number if applicable.
Enter a Description if applicable.
Click Save.
Once the debit note has been added to the Individual account, you will be taken to the Debit Note page.
