Transactions - Crediting Transactions
AR Billing Specialist*
AR Billing Specialist-Remote*
Transactions - Correcting
Customers - Credit Balances and Refunds
The AR Manager is responsible for ensuring that this document is necessary, reflects actual practice, and supports University policy.
Credit Transactions are used to cancel out an invoice, partially or completely.
Note: Crediting a portion of an invoice will update the amount due in the Integrated System, but it will not currently change the information shown on an invoice reprint.
N ® Transactions ® Credit Transactions
The Find Transactions window will open to find the Transaction to credit.
1. Search for the desired Transaction number.
2. Click the [Find] button.
Note: The "Credit Transactions" screen appears with the first record retrieved that matches your search criteria. If you searched for an exact transaction number only one record will be returned. However, if you searched by other criteria press [Page Down] or [Page Up] to see the records retrieved.
3. Use the dropdown menu in the Reason field to select the reason for the credit.
The Reason selected in the instance shown below is “Duplicate Billing.”
4. Enter the credit amount.
5. Save your changes and click [Complete] to finish the credit transaction.
Revision: 4 mr/sp
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