Accounts Receivable                                                   Credit Requests

Credit Requests for a Customer Invoice (continued)

4.  Fill in the Credit Request form – Once the invoice number has been selected, the Requested Amount will automatically fill in with the amount of the Invoice balance.  Enter the remaining information on the Credit Request form.

Reason – This is a required field; select the Credit Reason from the drop-down list in this field.

Memo – The User may enter a note in the Memo field to describe why the invoice balance is being requested for a credited-off.  This field is optional.  If the Credit Memo is to be printed and sent to the Customer, this information will be printed.

Assigned To – This may automatically fill with the next User who is responsible for signing-off on the Credit Request.  If this field does not auto fill, the User may select a name from the drop-down list to which the Credit Request will be assigned for further processing.  If the User creating the Credit Request has the appropriate permissions, the credit memo may be generated by pressing the Save button located at the lower right of the form.

ss4124

Previous Page                                                            Page  4 of 5                                        Next Page