Track a customer credit from approval through actual issue

Records and local rule

Original customer billing rule counts an adjustment only once it is issued and linked to the bill. Bill B1000 is 1000. Credit C120 is requested 120, approved 120 and drafted 120; issued amount is still zero. This example addresses a non-return customer billing correction.

Process the recorded case

1. Match approved correction and billing reference
2. Review the prepared credit document
3. Record actual issue and unique reference
4. Apply issued amount once to the linked bill

A draft or approval cannot reduce this register’s billing amount; duplicate issue records need reference checking.

Check the outcome