Resolving Credit and Debit Memos and Finance Charges

1. From the Transaction Details page for the credit memo, click Resolve.
2. In the confirmation, select a reason.
3. Enter a note (your user name and date are automatically stored with your note).
4. Click OK to confirm.
5. Under Application Detail, note the newly created debit memo that offsets the credit, which is now $0.00.

Occasionally, you may need to correct an error or clear a debit memo balance. When a debit memo is resolved, a credit memo is created and applied to the debit memo. The credit memo has the same number and amount as the debit memo. Transactions created as the result of resolving a debit memo have a document number suffix of "-ro" (e.g. 12345-ro).

1. From the Transaction Details page for the debit memo, click Resolve.
2. In the confirmation, select a reason.
3. Enter a note (your user name and date are automatically stored with your note).
4. Click OK to confirm.
5. Under Application Detail, note the newly created credit memo that offsets the debit, which is now $0.00.

Occasionally, you may need to correct an error or clear a finance charge balance. When a finance charge is resolved, a credit memo is created and applied to the finance charge. Transactions created as the result of a resolving a finance charge have a document number suffix of "-ro" (e.g. 12345-ro).

1. From the Transaction Details page for the finance charge, click Resolve.
2. In the confirmation, select a reason.
3. Enter a note (your user name and date are automatically stored with your note).
4. Click OK to confirm.
5. Under Application Detail, note the newly created credit memo that offsets the debit, which is now $0.00.