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If the Date Change resulted to overpayment, follow the steps below on how to create a task.
CREATING A TASK
After processing the date change request, check the Management Tab to verify if full payment has been made. If full payment has not been made, there is no need to create a task for Finance.
2. If the final payment has been made, check the Payment Details. If the Balance Due shows as a negative amount, manually create a task for the Finance Team.
3. Go to the Deal Page. Click on Tasks > Create Task
Fill out the necessary information. Use the snippet #finance-customerrefundrequest. After filling out, click Create.
Reimbursement Turnaround Time for overpayments is 15 - 20 Business days
Keywords: overpayment task, refund task, excess payment, payment adjustment, task creation
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