Creating Finance Charge Memos Automatically

A finance charge memo is similar to an invoice.

You can fill in a header manually, and have the program fill in the lines, or you can have the program create finance charge memos for all customers automatically.

To Create Finance Charge Memos Automatically:

  1. Open the Finance Charge Memo window.

  2. In the Finance Charge Memo window, click Functions, Create Finance Charge Memos. The batch job request form appears.

  3. Set a filter on the Customer and/or the Cust. Ledger Entry tab if you want to create finance charge memos only for selected customers and/or specific entries.

  4. On the Options tab, fill in the fields. For Help about a specific field, click the field and press F1.

  5. Click OK to start the batch job.

Related Topics

Creating Finance Charge Memos Manually

Create Finance Charge Memos Batch Job