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

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 and in the Accounts list select the account for which you want to review credit memos.
  2. Click the Credit Memo view tab.
  3. In the Credit Memo list, select the credit memo for which you want to view payments.

    4. 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 
 Published: 18 April 2003