Accounts Receivable Credit Requests How To Create a Credit Request for an Invoice
Credit Requests for a Customer Invoice (continued)
4. Fill in the Credit Request form – Once the invoice number has been entered, the Requested Amount will automatically fill in with the invoice balance amount. 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.
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.
Sign-Off – If the User creating the Credit Request does not have permission to generate the credit memo, press the Sign-Off 1 button. The sign-off amount will automatically fill in depending on the Users security permissions. Press the Save button located at the lower right of the form. The Credit Request will now appear in the Credit Request List accessible from the Accounts Receivable menu for further processing by the User assigned to the Credit Request.
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