The Create Credit From option creates a credit memo using the same invoice items or parts (or both) that were used on the invoice being credited-off but does not automatically apply the credit memo to the invoice. The application of the credit memo to the invoice must be done manually as a separate step. Using this option allows you to enter a note in the Memo field and select a Credit Reason for the Credit Memo prior to saving.
- Open the Customer Explorer for the desired customer. In the Active Pane under the heading of Open Invoices, highlight the Invoice number to be credited off; right-click and select the Create Credit From option.
- A message opens asking you if you are sure you want to create a credit for the invoice. Click the Yes button to accept.
- The Credit Memo form opens where you need to select a Credit Reason and can enter an optional note in the Memo field. Once finished, click the Save button located at the lower right of this form.
- Manually apply the credit memo to the invoice for which the credit was generated. To accomplish this, follow the steps found in Applying a Credit Memo to an Invoice.
