Articles
Credit Reasons Overview
Credit Reasons are a way of identifying why a credit memo was entered for a customer. When creating a customer credit memo, the Credit Reason is one of the data entry fields. Using this field is a great way of reporting how many credit memos were...
Add a Credit Reason
To add a new Credit Reason, from the main menu, arrive at the Credit Reasons setup with this path: Setup > Other > Credit Reasons. The Credit Reasons list will be displayed. Click on the Add Credit Reason button at the upper left of the form. ...
Delete a Credit Reason
To delete a Credit Reason, from the main menu, arrive at the Credit Reasons setup with this path: Setup > Other > Credit Reasons. The Credit Reasons list will be displayed. Locate the Credit Reason you want to delete, and then click on the Delete ...
Edit a Credit Reason
To edit a Credit Reason, from the main menu, arrive at the Credit Reasons setup with this path: Setup > Other > Credit Reasons. The Credit Reasons list will be displayed. Locate the Credit Reason you want to edit, and then click on the Edit button...