The following is the procedure that is recommended for a chargeback that comes after revenue entry has been completed or when a chargeback is unexpected.  This condition may occur when a moving company, as an agent of the van line, receives a chargeback for an order that the agent’s customer did not pay to the van line.

 

Instead of invoicing the customer for the van line order and expecting the van line to charge the moving company, the chargeback will be applied from the Van Line Statement to the van line as a Customer Number within Payment Management.  Once processed in Payment Management, then the revenue for the correct customer can be established by following the procedure document within the Processing Revenue for a Known Van Line Chargeback section.

 

This transaction is considered standard practice for Payment Management users and will not be discussed in detail here.