Setting Up Bundle, Credit, and Refund Charge Codes

Charge codes are used to track accounting transactions so that debits and credits are entered correctly into the General Ledger when you begin to sell products. Your organization's charge codes must be determined before you can begin to set-up the products you will sell. Charge codes should be set-up based upon the business rules decided by your organization's Accountant or Bookkeeper and how they feel the General Ledger should be set up and maintained.

Bundles, Credit, and Refund charge codes must be created when the netFORUM Pro entity is set up. Unlike regular charge codes, new instances of Bundle, Credit, and Refund charge codes cannot be added after the initial set up, but you can edit these charge codes from the Credit, Refund and Bundle Charge Codes child form on the Accounting Overview and Setup screen.

View and Edit Bundle, Credit, and Refund Charge Codes

1. Hover over the Modules tab in the top navigation bar. In the fly-out menu, click Accounting.
2. Click the Setup hyperlink on the Accounting Overview page.

3. The Accounting Overview and Set Up page will load. Expand the Credit, Refund and Bundle Charge Codes child form.

4. To edit the Bundle, Credit, or Refund charge code, click the edit icon next to the charge code to be edited.
5. The Charge Code Information window will appear. Edit the Description, Revenue Account, or A/R Account field (required).

6. Click Save.