Update Credit Memo Qualifiers on Existing Credit Memo

Overview

You can update credit memo qualifiers after a you create a credit memo. This ability supports some regional compliance needs by allowing you to associate additional data with credit memos you can retrieve later via the Aria UI or API.

Important Note

Following is the procedure for updating credit memo qualifiers via the Aria Billing Cloud UI. You can also update credit memo qualifiers via the update_cm_m API.

Update Credit Memo Qualifiers

Getting here: [Choose an Account] > Payments & Credits > Credit Memos

1. Click the Credit Memo Number link on the line of the credit memo you want to add or modify qualifiers on.
2. Click the Add/Edit a Qualifier link.
   
3. Type or update a name/value pair.
   
   1. For Qualifier Name, type the name of a data field you want to associate with the credit memo.
   2. For Value, type the value of the data field you typed in the Qualifier Name field.
   3. Click the "plus" icon to add another name/value pair.
   4. Click the red X next the name/value pair you want to deleted.
4. When you have added all the name/value pairs for the Credit Memo qualifiers, click the Save button.