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6.E. - Page 69 of 73 <br />Version 2,0 <br />C. Use Case. A Customer has come in to close their account since they are moving. After applying their <br />depositto 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 ib of the Credit Memo you wish to view. <br />B Report Output <br />• Customer #, Credit Memo #, Credit gate, Address, Items, item Description, Quantity, Rate, <br />Amount, Total <br />$s�lr t. if ieiui. e hi rnLld:.. ---- ,✓-Rs3J... <br />.. .. may...—..�__... ._..� _. ... .�.. -. .-..r :. <br />-Cust6f 4 (IMA ;W79 <br />azA�u '.sr ut <br />prrirrkFu, C.A:4:ffi5?-3+.�4$ <br />C—NrKred kens W 0 Netl, Ra td <br />._.. ... --- <br />PeonAgNan _ _ Oly� _.. Rah Amount. <br />LEh'Yf ilrr9t�i�ff��k6s[uil m <br />TOW 4iy2.f�F <br />A araaae« �encue pmm�aa.v. rfutmawyu..tr Ha. <br />Al- <br />. _.. .- <br />Customaca18F4.346 �t?tr1�MOrry Y25i7R <br />G11 -1m 04T 312fld'2O M <br />C. Use Case; A Customer comes into 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 included <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 167 <br />ATTY/AGR.2019.1061TruePoint TrueBill Utility Billing System <br />