Issue Credit Memos
Screen Location: - Main Menu > Billing > Issue Credit Memo
Credit Memo Start Screen:
-
Use this screen to find existing credit memo or Click NEW to open a new credit memo.
- Enter a Credit Memo number or Tab to the next field and accept the default number.
- Enter the Credit Memo Date or use Today's date as the default
- Enter the Customer Number or Select from the List.
- Note: This will fill in the Bill To Customer as well.
- Fill in the rest of the infromation as desired. Not necessary to continue to process.
Enter Line Items:
- Pick a Item from the List or Add you own description.
- Add other fields as necessary making sure you line amount ends up as a negative number.
- Post your Credit Memo.
- Note: You will not be able to apply the Credit Memo to Open Invoices until it is Posted.
- To Apply it now, Click the Apply Button
- Select the Invoice to Apply the Credit Memo to and adjust the Apply Amount as necessary.
- Click the Post to Invoices button to apply the Credit Memo.