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Pro Gold i2 Online User Manual
Chapter 21 - Processing Credit Payment for Agent Invoic
No Outstanding Invoice(s)/Issue Memo Method
Go to Issue Credit Memo Icon
Select “New” to create an invoice
Select agent
Go to Payment Terms block and select/verify appropriate term (e.g., Upon Receipt)
Go to Description block and enter appropriate text (e.g., Overpayment, etc…)
Go to Debit Acct block; enter Debit G/L account (i.e., 1090 Undeposited Funds)
Go to Amount block, enter appropriate dollar amount, and Tab out (Tab to next line for calculation to update)
Verify Sub-Total and Total blocks
Use “Post” button to update general ledger if finished with all items to add to the invoice
Select “Done” to save and close invoice
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