Credit subscription transactions

Credit subscription transactions

1. Click Service management > Service subscriptions > All service subscriptions.

2. Select the subscription attached to the subscription transaction for which you want to create a credit note.

3. Select the Analyze tab, and then click the Fee transactions button on the Action Pane.

4. From the Fee transactions form, select the transaction for which you want to create a credit note.

5. Click Functions > Select for credit note.

6. From the Select for credit note form, select the transaction that you want to credit and then click OK.

Note

When you create the credit note, make sure that you select Credit notes. This is found in the Invoicing method list in the Create invoice dialog box.

If the Reverse accruals on crediting field in the Service management parameters form is set to Manual, you have to reverse each accrued revenue transaction individually before you create a credit note proposal for the transaction.

See also

Invoice subscription transactions