Creating Debit Reasons - m3ter Documentation

Creating Debit Reasons

You can create Debit Reasons for your Organization, which you can then use when adding a debit for an existing bill line item or applying a product debit. To create a Debit Reason for your Organization:

1. Select Settings>Organization. The Organization page opens with the Overview tab selected.

2. Select the Debit reasons tab. Any existing Debit Reasons are listed:

3. Select Create debit reason. The Create page opens.

4. Under Debit reason details, enter a Name and Code.

• Archived switch? See tip below on this option.

5. Select Create. You are returned to the Debit reasons tab where the new Debit Reason is listed:

• The new Debit Reason will now be available for adding debit line items to bills or applying product debits. See Adding Debit Line Items to Bills.

Tip: Debit Reason is now obsolete? You can edit a Debit Reason at any time and use the switch to Archive it. If you archive a Debit Reason, it will not be available for adding debit line items to bills.