.png)
Client Management Customer Explorer Customer Structure
Customer Structure
Site Tree Options
Credit Memos
When highlighting the Credit Memos tree option, the Active Pane will display a list of all Credit Memos that have been posted for the Site. Right-clicking on the Credit Memos will display a list of the following options: Apply, New Credit Memo and Refresh Credit Memo.
Apply – If the customer has unapplied credit memos on their account, this option may be used to apply credits to open invoices. User permissions are required for this option; if the User does not have permission to use this function, this option will be grayed-out.
New Credit Memo – A new Credit Memo may be created by selecting this option. User permissions are required for this option; if the User does not have permission to use this function, this option will be grayed-out.
Refresh Credit Memo – Selecting this option will refresh the Credit Memo list displayed in the Active Pane.
ss2657