Creating Debit Reasons - m3ter Documentation

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:

Select Settings>Organization. The Organization page opens with the Overview tab selected.
Select the Debit reasons tab. Any existing Debit Reasons are listed:

Select Create debit reason. The Create page opens.
Under Debit reason details, enter a Name and Code.

Archived switch? See tip below on this option.

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.

Creating Credit Reasons

Creating Transaction Types

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