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Credit Memos

Use credit memos to perform the following tasks:

You can process reversals of open accrual dues items on a line-by-line basis on the Enter and edit credit memos window. After the credit memo is processed, the balance reduction is reflected appropriately in the various inquiry windows.

For example, if a customer cancels a single line item on a bill and pays for the remaining items, you should reverse the charge of the canceled item.

Note: Accrual dues credit memos must be processed on the Billing Enter and edit credit memos window. If you attempt to process an accrual dues credit memo from the AR/Cash Enter and edit credit memos window, a message is displayed at the bottom of the window. See To process an accrual dues credit memo for information regarding processing accrual dues credit memos.

In This Section

Enter and edit credit memos window

See Also

Processing Adjustments

iMIS Authorization Levels

To process an accrual dues credit memo

To find an accrual dues credit memo using a transaction number

To find an accrual dues credit memo using a transaction date

To find an accrual dues credit memo using the customer ID

To edit an accrual dues credit memo with Batch Control enabled

To cancel an accrual dues credit memo with Batch Control enabled

Debit Memos

To process an accrual dues debit memo


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