Issue Credit Memos
Screen Location: - Main Menu > Billing > Issue Credit Memo
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Credit Memo Start Screen:
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Use this screen to find existing credit memo or Click NEW to open a new credit memo.
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- 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.
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- 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
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- 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.