Credit Memo Queues

Credit Memo Queues are used to track and manage payments as they progress through the workflow. They can be accessed in the Invoice Manager or in the Credit Manager.

Queue

Description

Priority

Alerted

Credit Memos that might require attention

High

Waiting Approval

Credit Memos that must be approved before progressing in the workflow

Medium if approvals are automated; high if approvals are manual

Unapplied

Credit Memos that are still awaiting application of funds to the associated Invoice(s)

High

Waiting Filing

Invoices that require final recordkeeping

Low