All help topics

Ledger and adjustments

Each company has a ledger: its orders on payment terms, payments, refunds and manual adjustments, with a running balance. Open a company and select View full ledger.

Add an adjustment

1. Select Add adjustment.
2. Choose the type: Raise what they owe, or Lower what they owe.
3. Enter the amount, the effective date and a reason. The dialog shows the balance after the change.
4. Save. The adjustment is saved in the company's history.

An adjustment changes the balance used for the credit limit. It doesn't mark an order paid: to clear an overdue order, mark it as paid in Shopify.

To undo an adjustment, select Reverse on its row. Both entries stay in the ledger.

Export the ledger to CSV for your accountant.

Still stuck? Email [email protected]. We reply within one business day.