How to Allocate Allowance Balances as Credit Memos | Scribe

34 steps |
4 minutes

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Pull Allowances Report Allocate Allowances as Credit Memos Verify the Credit Memo

Pull Allowances Report

Screenshot of: Click "Allowances" under the "Invoices" tab.

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Screenshot of: Click "Allowances Summary" to display a snapshot of current balances.

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Screenshot of: The Allowances Summary shows a current Total Accounts Balance, this is the amount that needs to be allocated as a credit memos to the Agents.

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