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Version 2.0 C. Use Case: A Customer has come into close their account since they are moving. After applying their deposit to the remaining balance, they are left with a credit on the account that needs to be refunded. After processing the refund, Customer Service provides the Customer with a receipt of the Refund. 6.4 Credit Memo A. Report Parameters • Credit Memo # - Unique ID of the Credit Memo you wish to view. B. Report Output • Customer #, Credit Memo #, Credit Date, Address, Items, Item Description, Quantity, Rate, Amount, Total 4qR nano• ,r nr -Gu.nOMt A[IO �—�� Juan UNV21. HgINC V%u W'vr Ill 1'IIYrvAwr CAN15121903 T: 'ontlnuaE lame lof [)Neal, RonolE �esceptio0 '. pty' Hata' Amounl' toaN fsnOU MiVnrtwn �— IGYii 13)140( 194 1n� IDYI NJYtt } : a u. n.. nr -w ...em •.Rpnm^mA ry.n l•nr. n.+ } Crslmw,a IU IA59S C:uue Uanyn 2vVY 1'.tl 11NA11, __ _ .___ r �.<- .�✓-- ..- .... s"' r r` - &feel+}>•--rra4rsriz.ta..f . __`-"-.r C. Use Case: A Customer comes in to discuss a penalty that was applied to their account. The penalty is waived, but since the Customer had already paid the penalty, a Credit Memo is created for the Penalty Amount. The Customer requests a copy of the amount credited to the account. 6.5 Customer Account Aging Report A. Report Parameters • As Of Date — Defaults to today's date • Account Class — Can select one or more to be included • Account # - Defaults to % (wildcard) • Customer Id — Defaults to % (wildcard) • Show Details — If marked True, this will break down each Customer's charges by Charge Type. • Sort By— Determines sort order for the results • Show Revenue Account Summary— If marked True, the report will include a summary table of unpaid charges and unapplied credit memos by Revenue Account. B. Report Output REV: 04-23-19 PR Page 60 of 64 TruePoint Solutions -60- www.truepointsolutions.com ATTY/AGR.2019.106fTruePoint TrueBill Utility Billing System