Creating Documents with Draft Numbers

You can create the CM, DM, Payment, or Refund documents and see how they receive their draft numbers. To do so:

1. In Billing CP, go to Operations > Customers, click the necessary customer in the list, and switch to the AR Documents tab. The list of all the existing documents is displayed.
2. Click one of the following buttons:
   • Add New Payment
   • Add New Refund
   • Add New Credit Memo
   • Add New Debit Memo
3. Follow the on-screen instructions to complete the fields. Click Save. The new document appears in the list and has the Hold status and a draft number from the chosen enumerator.