Siebel Consumer Sector Guide > Deductions > End-User Procedures for Deductions >

Reviewing Account Credit Memos


Customer financial services representatives can review all credit memos issued to a an account and payments issued against credit memos.

To review account credit memos

  1. Navigate to the Accounts screen > Accounts List view.
  2. Select the account record for which you want to review credit memos.
  3. Drill down on the Name field hyperlink and click the Credit Memos view tab.
  4. In the Credit Memos list, select the credit memo record for which you want to view payments.

    Details about the credit memo appear in the form. Payments made against the selected credit memo appear in the Payments list.

Siebel Consumer Sector Guide