Record Manual Finance Charge - Customer Account

Use this procedure to manually apply a finance charge to a specific customer account.

1. From the main menu, select Adjustment Initiate New Adjustment.
2. Click Record Manual Finance Charge - Customer Account.
3. Click Select Customer to select the customer. Tell me how...

-or-

Type the Customer Number and press Tab.

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

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	Calculated finance charge. Amount to change the calculated finance charge
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 now.

4. Click Calculate Finance Charge.

CARRR calculates the finance charge and displays it in the Adjustment Amount field.

5. To change the amount, type the new amount in the Adjustment Amount field.
6. Click Browse to attach supporting documentation.
7. To add a comment, click Add New. Tell me how...
8. Verify that the total adjustment and the customer balance after the adjustment are correct.
9. Click Save.
10. Click OK.