Prerequisite Customer Debit Memo New must be in a Customer Debit Memo Batch. Customer Debit Memo Batch New Navigate To Customer Debit Memo Batches 1. Click on Customers / Debit Memo Batches.2. Click on unposted. 3. Click on "view" for Debit Memo Batch you would like this new Debit Memo to be included in.
Create a New Customer Debit Memo 4. Click on New Debit Memo.5. Click on Search.
6. Click on Name. 7. Select filter Name, Account#, Phone, or Address. 8. In Search field, enter search request. 9. Click on Search.
10. Click on search result.
You may use an alternate method to find customer using customer account number. a. Click on Account Number field. b. Enter an account number. c. Click on "Find". 11. Enter number for Location as applicable.
12. Enter Note, if desired. 13. Click on Add Charge.14. Click on Search Charges field and select a charge to Add. 15. Click on Search.
16. Click on desired search result.
17. Add additional charges as desired by clicking on "Add Charge".
Click on 'x' to remove a charge.
18. Click on Save.
