Credit Refund Function - Create Scenarios

Scenario 1: Perform Credit Refund

Details

Step 1

From the Tree Menu, search for the Credit Refund function, and then click once on it.

Step 2

By default, system will open up the screen without any data.

Step 3

Proceed to input value for the search criteria field located at Account Information panel.

Step 4

Then click once on a relevant search criterion button.

Step 5

System will retrieve records of existing account and displayed accordingly at the Accounts Search pop-up window.

Step 6

Double-click on an existing account record.

Step 7

The information of the selected account record, will be displayed.

Step 8

Proceed to input value at each relevant fields at 'Credit Refund' panel.

Step 9

Click once on the Save button. Upon confirmation on data saving, system will capture and save all the data inputted.

Note: Click once on the Cancel button, to discard all updates made.