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Need to Provide a Discount or Credit to an Applicant?  We have answers!

3/25/2021

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ePermitting has recently received a few help tickets from agencies needing to provide a discount or credit to an applicant – there is a way to do this in the system using the PAYMENT functionality.  
  1. Assess the fees in full and invoice them,  
  2. Go to the PAYMENT tab, initiate a payment,
  3. Select ‘Method’ = Credit Memo,
  4. Change the ‘Amount’ to the amount you are wanting to credit or discount, 
  5. Enter the ‘Payer’ = Credit Memo (there is no payer for this type of exceptional NON-CASH payment transaction),
  6. Enter ‘Comments’ to record who authorized the discount/credit and any other important notes regarding the discount/credit being provided.
  7. Submit > a Fee List will be displayed where you will determine what fee items you are applying the credit/discount to and for how much > Submit again to complete the payment
  8. Retain the Credit Memo receipt for your Finance Department – they likely need to be made aware of the discount and what fees/accounts it was applied to
  9. Print the Revenue Exceptions report under Financial Reports v3 and submit this with your nightly balancing reports to Finance
Important Note: Credit Memo exceptional payments should never be refunded as CASH – if voided, they look and act like cash – so anyone processing refunds needs to be aware of this when voiding fees that might have been fully/partially paid by a Credit Memo, or are voiding payments for any reason.

Please take a moment and learn about this and other Exceptional ‘Payment’ Types thru our Kayako Knowledgebase!
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