Working With Credit and Debit Memos

To create a Credit Memo

  1. Open the user's profile.
  2. Select Adjust balance next to the current Balance amount.
  3. On the Account Adjustment Options window, select Credit Memo, enter the amount you wish to credit to the users account.
  4. Enter a Note about the transaction, if desired.
  5. Select Save.

To Create A Debit Memo

  1. Open the user's profile.
  2. Select Adjust balance next to the current Balance amount.
  3. On the Account Adjustment Options window, select Debit Memo, enter the amount you wish to credit to the users account.
  4. Enter a Note about the transaction, if desired.
  5. Select the Disbursement method.
  6. Select Save.