Damage claims often reach receivables as a deduction from payment. Match the deduction to the invoice and remittance, then check the delivery or return record. Once the reviewer approves the amount, keep the adjustment separate from the original invoice so the team can see both the charge and why it changed.
Record the adjustment in the right entity
Sage Intacct distinguishes a debit memo adjustment, which increases the balance due, from a credit memo adjustment, which decreases it. A customer’s debit memo may support a credit in your books after review. Sage says a top-level adjustment in a multi-entity, multi-currency company requires a base currency and location. At the entity level, Intacct already knows those fields. Check the invoice’s entity and currency before creating the adjustment. Sage’s AR adjustments overview.
Confirm the invoice and remaining balance
Apply the approved credit from Receive Payments and check the invoice balance after saving. If the short payment covers several claims, test a case where only one is approved. The applied cash and credit should be traceable, and the other claim should still have an owner and a next step. Keep the approval and supporting records with the claim so AR can explain the remaining balance to the customer.