-
Website
-
3min Explainer Walkthrough
- Generate a Design
-
Page Management
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Page Editing
-
Form Builder
- Updating Your Navigation Menu
- Understanding Posts
- Creating Post Categories
- Creating Your First Post
- Restricting Page Access
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Search Engine Optimization
- Setting Up Google Marketing Tools
- Setting Up Google Analytics 4 E-commerce Tracking
- Optimizing Images For Web
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Analytics
- Third Party Embed Code
-
3min Explainer Walkthrough
- Contacts
- Marketing
- Commerce
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Apps
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Setup Affiliates
- Setup The Xero Integration
- Setup The MYOB AccountRight Integration
- Setup The Cliniko Integration
- Setup The Simpro Integration
- Setup The Xero Practice Manager Integration
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Setup Recurring Sales
- Setup The QuickBooks Online Integration
- Setup the Zoho Integration
- Setup The Eventbrite Integration
- Setup The GoSweetSpot Integration
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Setup Affiliates
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Settings and Config
- Going Live
- Updating Your Billing Details
- Changing Your Oncord Plan
- Managing Administrators
- Registering a Domain Name
- Changing Your Domain Name
- Backing Up Your Website
- Choosing an E-mail Host
- Importing Via Imap
- Setting Up Gmail Hosting
- Setting Up Office 365 Hosting
- Setting Up Sub Domains
- Hosting a Sub-Site
Adjustments, Credit Notes & Refunds
When you need to modify a sales invoice or refund a customer, this is done via Adjustments.
Adjustments are essentially another invoice that changes another existing invoice/sale.
Adjustments often have negative totals that give a contact 'credit' that can be used or 'refunded' later.
Example:
A
customer changes their order.
Create
an adjustment invoice to remove / add items.
If
the items removed exceeds the value of the items added, Credit is created.
Credit
can be used by customers later to pay for their orders.
Credit
can also be 'refunded'.
Adjustments can also be used to correct mistakes, apply a discount, give a customer a credit to use on future sales or mark a sales
invoice as a bad debt.
To further explore Adjustments, select from the following: