How to Create a Credit Memo in IGov Services

In this Knowledgebase (KB) Article it will walk you through the process of creating a Credit memo within iGovServices 

You will learn:

• How to create a credit memo. (This process places or removes a credit onto a desired account) 

First you will need to be logged into iGov Services

On the black navigation bar to the left

In iGovServices, navigate to:

Payments → Credit Memo → Add Credit Memo

(If you do not see this menu choice please contact your administrator to provide the appropriate rights)

Enter the PIDN in the Search Data field and click search. 

The desired account information will show up below. 

Click the Credit Memo hyper link.

On the New Credit Memo screen, you will notice that there are red asterisks next to the field descriptions. This indicates that these are required fields and must be fill in.

The date will auto fill with today’s date. The session must be selected in the dropdown. We suggest that a credit session be created for this process to keep the credits separated from the normal payment session.

Also fill in the reason and in the action, dropdown choose Add or Reduce and then enter the amount you wish to add or remove from the account.

Select the Payment Type either Cash, Check or Credit Card.

The final step is the select the GL Tran Type from the drop down.  

Then click Create.  If you navigate to the account, you will now see that a credit has been added or reduced.

Version 5.0 of iGovServices 

Last updated on: 5/11/2022

Updated by: TS