How do I credit the Customer?

Issue Credit Memos

Screen Location: - Main Menu > Billing > Issue Credit Memo

Credit Memo Start Screen:

1. Use this screen to find existing credit memo or Click NEW to open a new credit memo.

1. Enter a Credit Memo number or Tab to the next field and accept the default number.
2. Enter the Credit Memo Date or use Today's date as the default
3. Enter the Customer Number or Select from the List. 
   • Note: This will fill in the Bill To Customer as well.
4. Fill in the rest of the infromation as desired.  Not necessary to continue to process.

Enter Line Items:

1. Pick a Item from the List or Add you own description.
2. Add other fields as necessary making sure you line amount ends up as a negative number.

1. Post your Credit Memo.
   • Note:  You will not be able to apply the Credit Memo to Open Invoices until it is Posted.
2. To Apply it now, Click the Apply Button

1. Select the Invoice to Apply the Credit Memo to and adjust the Apply Amount as necessary.
2. Click the Post to Invoices button to apply the Credit Memo.