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Administrator Guide
Last Updated: 2024-01-26
Set Up Security for Credit and Rebill Invoices

Set Up Security for Credit and Rebill Invoices

To credit and rebill your unpaid customer invoices, you first need to define security groups for creating invoices and invoice adjustments.
  1. Access the
    Edit Business Process Security Policy
     task from the related actions menu of the
    Customer Invoice Event
     business process.
  2. In the
    Who Can Start the Business Process
     section, select or create security groups for the
    Create Credit and Rebill
    Initiating Action
    .
  3. Access the
    Activate Pending Security Policy Changes
     task.
  4. As you complete the task, consider:
    Option Description
    Comment
    Enter a description for the security policy changes that you want to apply. 
    Confirm
    Select this check box on the next page.
You can access the
Create Credit and Rebill
 task from the related actions menu of your customer invoice.