Apply debit memos to sales

In the New Credit & Debit Memo screen, you can apply debit memos on invoices. You can use debit memos to add interest or charges to your existing invoices.

1. In the Sales screen,

   To open the Sales screen, click Sales in the navigation panel.

   For more information, see Sales.

   click the down arrow for the New Sale button > New Debit Memo.
2. Click Debit in the New Credit & Debit Memo screen.

3. Enter the information for the sales debit memo.

   Notes

   • If the customer you want to select is not in the list, click Add to enter the customer information. When finished, click Save.

     • To have OnBalance automatically complete several fields in this screen, click the Obtain data from the AFIP registry button, and enter the customer CUIT number. The application will verify your customer registration and import all of the information from AFIP into the new customer form.
     • The address information will not display in the New Customer screen you opened, but you will see the information in the customer activity screen.

     • If the query does not obtain results, you will need to manually enter the information for the new customer. The query may not obtain results for the following reasons.

       • AFIP is blocking the customer's registration proof.
       • The ID entered is not a CUIT. The ID is probably a CUIL.
       • The ID entered is not active.
       • The customer is not active in VAT or a simple taxpayer. You will have to select the customer's VAT status.
       • AFIP Web Service is not currently working.
4. For VAT registered companies, select a product or service, and confirm the VAT rate.

5. Optional for VAT registered companies: If you want to enter a comment for a specific product or service or for products or services in general, click Add Comment in the Product / Service Name section.

   Notes

   • The comment will now be associated with this debit memo.
   • OnBalance saves and displays the comments in the order in which you enter them on the debit memo.
6. If there are unapplied payments for a debit memo, those payments will be listed in the Unapplied list in the Payments panel. You can apply any of those payments to the debit memo by clicking Payments to expand the Payments panel and marking the checkbox for the unapplied payment.
7. Click Save.

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