Customer Explorer Customer Structure Functions Site Tree Right-Click Options Credit Memos
Customer Structure Functions (continued)
Site Tree Right-Click Options (continued)
When highlighting the Systems menu option, the Active Pane will display a list of all active and inactive Systems for the Site. Right-clicking on the Systems menu option will display a list of the following options: Apply, New Credit Memo and Refresh Credit Memo.
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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.