Correct Finance Charge Customer Account
Use this procedure to remove or decrease a finance charge applied to a customer account.
- From the main menu, select Adjustment
Initiate New Adjustment.
- Click Correct Finance Charge - Customer Account.
- Click Select Customer. Tell me how...
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Type the Customer Number and press Tab.
- Type the Transaction Number.
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Click Trans Lookup select the transaction and click Add.
Transaction information is displayed. View field definitions.
- In the Adjustment Amount field, type the amount to decrease the account balance. Do not type a negative number.
- Click Browse to attach supporting documentation.
- To add a comment, click Add New. Tell me how...
- Verify that the total adjustment and the customer balance after the adjustment are correct.
- Click Save.
- Click OK.