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Customer Explorer Customer Tree Options & Activities Credit Memos Credit Memos Right-Click Options
Customer Tree Options & Activities
Credit Memos Right-Click Options
Right-clicking on the Credit Memos option will display a list of three 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.
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