What's the difference between Charge Off, Write Off, and Credit Memo?
Please see the attached document for more information.
The attached document will provide a brief explanation of the different terms and how/where they are performed within ASPIRE v5.
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Processing a Charge Off and Non-Accruals
Charging off a Lease or a Loan in ASPIRE is a straightforward process although there are a couple different methods and options to do so. There are two ways to process a Loan charge-off. The first way uses a contract modification and the other way ...
Billing Adjustments - Processing a Credit Memo
Process a credit memo for a paid or unpaid invoice 1. Go to Tasks > Accounts Receivable > Billing Adjustments 2. Enter in the following information: a. Finance Company b. Adjustment Type = Credit Memo c. Contract ID or Account d. Reason Code 3. Find ...
Automation and Contract Profiles Training
Please see the attachments for detailed information, recording available from within the Vimeo weblink Three Attachments available + a link for the Recorded Training: 1. Detailed notes that accompany the Recording, titled "Detailed Notes - Automation ...
What is the difference between the different types of locations on a contract?
CONTRACT EXPLORER > MAIN > BILLING TAB Tax Location Indicates the Tax Location to be utilized as a default when adding Contract Items to the contract Defaults to the Primary Customer's Primary Location Billing Location Indicates the Billing Location ...
Line of Credit Functionality
The linked 12 minute video was recorded in 2019 by David Lane of CST and demonstrates the setup and functionality of the licensed Line of Credit module. Click here for the video.