Chargebacks › Investment Chargebacks › Set Chargeback Options

Set Chargeback Options

Chargeback options determine how and when charges are generated during invoicing. Set up chargeback options to process chargebacks.

Chargeback type determines whether an investment-defined rule or a standard debit rule is matched to transactions during financial processing.

Important! Select a chargeback type to generate invoices for matched transactions.

Follow these steps:

1. Open an investment or service.

   The properties page appears.

2. Open the Chargebacks menu, and click Options.

   The chargebacks options page appears.

3. Complete the following fields:

   Chargeback Type

   Defines the chargeback type for the investment or service.

   Values:

   • Standard
   • Investment

   Bill Expense Type

   Indicates how costs are accounted for and whether they are considered for invoicing when transactions are processed

   Values:

   • Capital expense. Charges are considered for invoicing.
   • Depreciation. Charges are not considered for invoicing.

4. Save the changes.

More information:

Investment Chargebacks

Create or Edit Investment-specific Debit Rules

Edit Debit Rule Properties