Creating Credit Reasons - m3ter Documentation

You can create Credit Reasons for your Organization, which you can then use when adding a credit for an existing bill line item or applying a product credit. To create a Credit Reason for your Organization:

Select Settings>Organization. The Organization page opens with the Overview tab selected.
Select the Credit reasons tab. Any existing Credit Reasons are listed:

Select Create credit reason. The Create page opens.
Under Credit reason details, enter a Name and Code.

Archived switch? See tip below on this option.

Select Create. You are returned to the Credit reasons tab where the new Credit Reason is listed:

The new Credit Reason will now be available for adding credit line items to bills or applying product credits. See Adding Credit Line Items to Bills.

Tip: Credit Reason is now obsolete? You can edit a Credit Reason and use the switch to Archive it. If you archive a Credit Reason, it will not be available for adding credit line items to bills.