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Using Credit Memos and Debit Memos

You can apply a full or partial credit or debit to individual unpaid installments or simultaneously to all unpaid installments. Credits and debits are entered in the Enter and edit pledge credit memos window and the Enter and edit pledge debit memos window respectively.

Credits and debits can also be entered in the AR/Cash Enter and edit credit memos window and the AR/Cash Enter and edit debit memos window respectively.

A special feature of the iMIS Fund Raising module is the ability to issue credit and debit memos against installments without requiring the invoice reference number or distribution codes. You can apply a credit memo or debit memo to individual funds for split gifts or pledges using the AR/Cash Enter and edit credit memos window or the AR/Cash Enter and edit debit memos window, respectively.

The donor's credit and debit information displays in the Fund Raising History window and on the Pledge and Giving reports.

In This Section

iMIS Authorization Levels for Pledge Credit and Debit Memos

Viewing pledge adjustments in the Customer Portfolio

Credit Memos

Debit Memos

About finding credit and debit memos using multiple search criteria

See Also

Fund Raising Payments

Overview of Fund Raising Payments

Entering Appeal Expenses


ASI logo 10.6 Production Release. Updated 7/25/2005 1:36:09 PM
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