Card Adjustment List

Store

Filter transactions by store. Defaults to the current store. Clear the field to show transactions from all stores.

Show

Filter by payment status:
• Unpaid only — Show transactions with outstanding balances.
• Paid only — Show fully paid or settled transactions.
• All — Show all transactions regardless of payment status.

Status

Filter by transaction posting status:
• Posted Only — Active, posted transactions (default).
• Voided Only — Voided or deleted transactions.
• Suspended Only — Unposted, suspended transactions.
• All — Show all transactions regardless of status.

Customer

Filter by a specific customer. Leave blank to show all customers.

Vendor

Filter by a specific vendor. Leave blank to show all vendors.

Date Range

Restrict the list to a specific date period. Select a preset or choose Custom to enter specific From/To dates.

From

The start date when using a custom date range filter.

To

The end date when using a custom date range filter.

E-Invoice Status

Filter by electronic invoice certification status. Only visible when electronic invoicing is enabled.

Error Code

Filter by a specific e-invoice error code. Only visible when the E-Invoice Status is set to Failed.

Retry All Failed

Button to retry all failed e-invoice submissions. Only visible when E-Invoice Status is Failed.

Filter

Quick-search the displayed list. Type text to instantly filter rows by matching against the selected column.

Filter Column

Column to search within.

Filter Method

Search method: Starts With, Contains, or Exact Match.

Sort By

Column to sort the list by.

Sort Method

Sort order: Ascending or Descending.

Auto Size Columns

When checked, columns auto-size to fit their contents. When unchecked, column widths are saved between sessions.

Group

Filter the list by group.

List

The main list view showing all records. Double-click a row to edit. Right-click for options.

New

Create a new record.

Edit

Edit the selected record.

Delete

Delete the selected record.

Print

Print the list.

Export

Export the list to a file.

Refresh

Force a refresh of the list data.

Close

Close the list screen.