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How to Create a Deduction Adjustment in Floorzap 

In the case of overpayments – this article will walk you through how to create a deduction adjustment, that can then be applied to salesman future payments.

 

This article will guide you through the process of creating a deduction adjustment in the Floors app. By following these steps, you'll be able to correct an overpayment to a sales rep.

 

Step 1: Open the work order where the sales rep was overpaid. This is due to an adjustment in cost.

 

 

Step 2: Click on the Payments tab.

 

 

Step 3: Scroll down to Sales Rep Payments. Here, you'll see the amount due of $11.58 and the status marked as overpaid.

 

Step 4: Click on the red exclamation mark next to Overpaid.

 

 

Step 5: A prompt will appear asking if you'd like to create a deduction adjustment for the salesman. Click Yes.

 

 

 

Step 6: The system will automatically create the deduction adjustment for you.

 

 

Step 7: Under Payments Adjustments, you'll now see the deduction adjustment status marked as new.

 

 

 

 

 

Step 8: If you need to make a future payment to this sales rep, open up a new invoice.

 

 

 

 

 

Step 9: Add a payment to the sales rep. Make sure it's the same rep.

 

 

 

 

Step 10: You'll now have the option to deduct the balance that was adjusted from the previous invoice to handle the overpayment.

 

 

Step 11: This will change your total and you can proceed with payment.