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Credit Memos

You can process reversals of an entire pledge, which may contain one or more installment records, on the Enter and edit pledge credit memos window, or you can reverse a single line item.

Credit memos make adjustments that reduce or reverse normal open accounts receivable (AR) items.

Use credit memos for the following tasks:

See To view pledge history after a pledge credit memo is issued for information on viewing a customer's pledge history in the Fund Raising History window after a pledge credit memo has been issued.

In This Section

Enter and edit pledge credit memos window

Find window

To enter a pledge credit memo

To apply credit memos to multiple funds

See Also

Using Credit Memos and Debit Memos

iMIS Authorization Levels for Pledge Credit and Debit Memos

Viewing pledge adjustments in the Customer Portfolio

Debit Memos

About finding credit and debit memos using multiple search criteria


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