How to set up 'Credit Reasons' under 'Option sets'?

The Credit Reasons field on the Credit/Debit Memo is now configurable through Option Sets under Settings.

How To Configure Credit Reasons:

• Navigate to Settings and click Option Sets. 

• Find the Invoice entity and select the CreditReason field. 

• The Invoice - CreditReason option set editor will open. 

• Click Add New to create a new reason. 

• Enter the required details and click Save to add the option to the dropdown list.

once configured, the Credit Reason dropdown appears on the Credit/Debit Memo screen, displaying the options that were added through the Option Sets setup.

Here are the navigation steps to verify the result:

1. Navigate to Invoice Processes and select Credit/Debit Memo.

2. On the Credit/Debit Memo screen, click the Credit Reason dropdown.

3. Confirm that the options added through Option Sets appear in the dropdown list.

4. Select the desired reason to apply it to the memo.

Here are the sample credit reasons:

1. Billed as Quoted but needs corrected

2. Billing Error

3. Customer Markdown

4. Inaccurate Cancellation Information

5. Incorrect Account

6. Prepay Customer Over-payment

7. Remove Sales Tax

8. Rentals not closed timely

9. Retainage

10. Revise format for customer

11. Validation error