Deal Admin Training Guide

Updated 3.25.2024

Table of Contents 

1. Approved Deals Permission Matrix (Slide 3)​
2. Voiding Invoices (Slide 4)​
3. Voiding Deals (Revenue Reversals) (Slide 10)​
4. Processing Write Offs (Slide 14)​
5. Changing an Invoice from Printed to Unprinted (Slide 20)​
6. Changing Revenue Recognition Date (Slide 25)​
7. Changing Original Payment Application Date (Slide 30)