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This article is for Drake Accounting 2018. To view this article for Drake Accoutint 2019, click here

Add and remove service charges and penalties to individual customer invoices.

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  1. Go to Receivables > Payments.
  2. Select the customer from the Customer list.
  3. Select the invoice with the service charge or penalty to be reversed.
  4. Click the  in the Transactions section.
  5. Enter the date of the reversal using the Transaction Date field.
  6. Enter the amount of the service charge to reverse in the Service Charge field and select the reversing transaction code from the Service Charge drop list. 
  7. Enter the amount of the penalty to reverse in the Penalty field and select the reversing transaction code from the Penalty drop list.
  8. Select the appropriate transaction type from the Refund/Credit drop list.
  9. Click Save.

 

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