How to: Create Finance Charge Memos Manually

A finance charge memo is similar to an invoice.

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

To create a finance charge memo manually

1. In the Search box, enter Finance Charge Memos, and then choose the related link.

2. On the Home tab, in the New group, choose New. Create a new finance charge memo.

3. On the General FastTab, fill in the No. field. You can press the Enter key to select the next available number.

4. In the Customer No. field, enter the number of the customer for which you want to create a finance charge memo.

   On the Posting FastTab, the Fin. Charge Terms Code and the Currency Code fields are filled in with the corresponding code from the customer card.

5. On the Actions tab, in the Functions group, choose Suggest Fin. Charge Memo Lines. The batch job request page opens.

6. Set a filter on the Cust. Ledger Entry FastTab if you want to create finance charge memos only for specific entries.

7. Choose the OK button to start the batch job.

See Also

Reference

Suggest Fin. Charge Memo Lines
Create Finance Charge Memos