Overview:
The Prepare Credit Memos Processing window is a required step in the credit memo process. This step takes the information entered in the Credit Memo Entry window and populates a report in your Report Monitor Print and View window that can be reviewed, printed, saved, and ultimately send to the customer. There is not a lot to this window, once you open the window, a process is kicked off, and posts all in process credit memos.
Benefits:
- Creates a credit memo document that can be viewed, printed, saved, and sent to the customer
Roles:
- Accounts Receivable Manager
- Billing Clerk
Additional Content
- N/A
Location:
- Billing & Accounts Receivable > Credit Memos / Reversals > Complete Credit Memo Processing
Video: