Creating an Adjusted Bill in DTAX

🟢 Audience: Training

Change the bill type to A in DTAX to create an adjusted bill, then update amounts and save.

An adjusted bill is used when a customer’s bill has incorrect amounts or needs to be a negative bill. Adjusted bills give you almost full control over how the bill is set up.

Follow these steps to create an adjusted bill in DTAX:

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1. Open the bill in DTAX

Start by locating and opening the bill you want to adjust in DTAX.

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2. Change the bill type to “A” (Adjusted)

• In the Bill Type field, change the type to A.

• Press Tab on your keyboard to apply the change.

• The bill will now display as an Adjusted Bill.

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3. Adjust tax breakdowns

Once the bill is marked as adjusted, you can modify tax breakdowns as needed.

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4. Adjust amounts due

You can also change the amounts due on the bill. For example:

• If the clerk or caller says the current bill amounts are incorrect, update them to match the paid amount.

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Key Notes

• Adjusted bills allow you to manually control calculations and setup for special situations.

• Always verify changes before saving or issuing the adjusted bill.