Credit Reasons Setup

Modules>Accounting>Overview>Accounting Setup>Credit Reasons

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:

1. Go to the Accounting Overview page.
2. Click the Accounting Setup page hyperlink. This opens the Accounting Setup page.
3. Click the Add icon located on the credit reasons child form.This opens the Add - Credit Reason pop-up window.
4. Enter the name of the credit reason in the credit reason field.
5. Enter a short description of the credit reason in the description field.
6. 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