Record Manual Handling Fee - Customer Account

Use this procedure to manually apply a handling fee (service charge) to a specific customer account.

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Type the Customer Number and press Tab.

The customer name and account information is displayed. View field definitions.

In the Adjustment Amount field, type the amount of the service charge you want to record on the account.

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Verify that the total adjustment and the customer balance after the adjustment are correct.
Click Save.
Click OK.

Field	Definition
Customer Name	Customer name.
Major Account Number	Account number on the major account.
Major Account Name	Name on the major account.
Adjustment Amount	Amount of the service charge added to the account.
Attachment	File name of any attached document.
Notes	Comments added to the account.
Original Customer Balance	Customer account balance before the adjustment.
Total Adjustment	Total amount adjusted on the account in this transaction.
Customer Balance After Adjustment	Balance of the customer account after the adjustment.