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Prepare Credit Memos Processing

Owned by Kyle Niekamp
Last updated: 06 22, 2022 by Claire Aleman

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:

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Penta Technologies continuously strives to improve customer content, therefore, information is subject to change at any time.