Credit Reasons Setup
The credit reasons child form on the Accounting Setup page allows you to create the reasons that will appear in the Credit Reason drop-down menu found in netFORUM.
To add a credit reason, complete the following steps:
- Go to the Accounting Overview page.
- Click the Accounting Setup page hyperlink. This opens the Accounting Setup page.
- Click the Add icon located on the credit reasons child form.This opens the Add - Credit Reason pop-up window.
- Enter the name of the credit reason in the credit reason field.
- Enter a short description of the credit reason in the description field.
- Click the Save button.The new credit reason has been added to the credit reasons child form and is now available in the Credit Reason drop-down menu in netFORUM.
Tip: Credit reasons must be set up prior to attempting to assign a credit reason in netFORUM