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Administrator Guide
Last Updated: 2026-09-18
Maintain Receivables Reasons

Maintain Receivables Reasons

Security:
Set Up: Customer Accounts
 domain in the Customer Accounts functional area.
You can use the
Maintain Receivables Reasons
 report to view, create, update, and inactivate receivables reasons for these receivables types:
  • Collections.
  • Disputes.
  • On-account payments.
  • Overpayments.
  • Write-offs.
Use each reason type section to manage reason usage. Example: You can review active collection reasons on invoices in collection and identify obsolete reasons before inactivating them.
  1. Access the
    Maintain Receivables Reasons
     report.
  2. Select the section for the applicable reason type:
    Reason Type
    Description
    Collection
    Codes assigned when invoices are in collections.
    Dispute
    Reasons recorded for customer invoice disputes.
    On-Account
    Reasons recorded for on-account payments.
    Overpayment
    Reasons recorded for customer overpayments.
    Write-Off
    Reasons used for customer invoice write-offs.
  3. Click
    Edit Reason Usage
    .
  4. Complete the task:
    Option Description
    Reason Name
    Use a unique name for each code.
    Reason Description
    This field isn't available for overpayments and write-offs.
    Inactive
    Select to inactivate the code.
    Tax Recovery on Write-Off
    This field is only available in the
    Write-Off
     section.
    When you enable tax recovery on invoice write-offs in your tenant, you can view and edit the tax recovery fields for write-offs.
  5. Click
    OK
    .
You can use active reason codes in applicable transactions.