Manage Memo Lines

Memo lines are used to create debit memos, on account credits, debit memo reversals, chargebacks, and so on. If there are additional charges to a student, like penalties, memo lines are also used.

You can use these seeded memo lines, or as a reference to create your own:

• HES Insurance Jan-Aug

• HES Early Registration Discount

• HES Business Management

• HES Adult Education

• HES Lifelong Learning

To create a memo line:

1. Sign in as FINUser.

2. In the Setup and Maintenance work area, go to the Manage Standard Memo Lines task:

   • Offering: Financials

   • Functional Area: Customer Billing

3. Click Create.

4. Fill out these fields with values that are appropriate for your institution.

   • Memo Line Set. This refers to a reference data set.

   • Name

   • Description

   • Type

   • From Date

   • To Date

5. Click Save and Close.

6. Repeat steps 3-4 to create other memo lines.