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6.A. - Page 64 of 68 <br />Version 2.0 <br />C. Use Case: A Customer has come into close their account since they are moving. After applying their <br />deposit to the remaining balance, they are left with a credit on the account that needs to be <br />refunded. After processing the refund, Customer Service provides the Customer with a receipt of the <br />Refund. <br />6.4 Credit Memo <br />A. Report Parameters <br />■ Credit Memo # - Unique ID of the Credit Memo you wish to view. <br />B. Report output <br />• Customer #, Credit Memo #, Credit Date, Address, Items, Item Description, Quantity, Rate, <br />Amount, Total <br />1'4 �+r x i Y Yl .} rl0��i—v7 I " <br />CU9tOnl@i u 1474395 Credn mom if 35179 <br />Croda Date 3128!2418 <br />ON". Ronald <br />3242o W251ey Ct <br />Prindafo, CA 93552-3882 <br />C.aaftrxred tte+ns for O'N.W, R—td <br />�Dea dpWn O4r Reie�unt <br />Leak Cwda Adjunl n l iWI i404 132 140 132.14 <br />TOW $132.44 <br />- Dd.,h r,d When 7w hne.m m ... pc.Sen..ial pft-Y <br />........................... ................ -............ -........................ ................................................................................. ................................ ................ <br />_............ <br />CiVIWm fl t014395 Credit Mom 0 25179 <br />Cfedir Dot" 3r28r?M <br />C. Use Case: A Customer comes in to discuss a penalty that was applied to their account. The penalty is <br />waived, but since the Customer had already paid the penalty, a Credit Memo is created for the <br />Penalty Amount. The Customer requests a copy of the amount credited to the account. <br />6.5 Customer Account Aging Report <br />A. Report Parameters <br />• As Of Date — Defaults to today's date <br />• Account Class — Can select one or more to be inducted <br />• Account # - Defaults to % (wildcard) <br />• Customer Id — Defaults to % (wildcard) <br />• Show Details — If marked True, this will break down each Customer's charges by Charge <br />Type. <br />• Sort By — Determines sort order for the results <br />■ Show Revenue Account Summary — If marked True, the report will include a summary table <br />of unpaid charges and unapplied credit memos by Revenue Account. <br />B. Report Output <br />REV: 04-23-19 PR <br />Page 60 of 64 <br />TruePoint Solutions <br />-60- www.truepointsolutions.com <br />ATTY/AGR.2019.106ITruePoint TrueBill Utility Billing System 72 <br />