Credit Memo

Credit Memo Form Definitions The Credit Memo Form is divided into three parts: Credit Memo Header – contains information regarding customer number, credit date, branch, category, tax group, warehouse, credit type, etc. Credit Memo Body – ...

Begin a Credit Memo From Accounts Receivable To begin a Credit Memo from the Accounts Receivable main menu, click on the Credit Memo option within the Accounts Receivable menu.  A blank Credit Memo form will be displayed.  Enter or search for th...

The Credit Off Invoice option allows a User to credit off the entire balance of an invoice; this function will create a Credit Memo using the same Invoice Items and/or Parts that were used on the invoice being credited-off.  The Credit Memo is the...

The Create Credit From option will create a Credit Memo using the same Invoice Items and/or Parts that were used on the invoice being credited-off but not automatically apply the Credit Memo to the invoice.   The application of the Credit Memo...

A User with the proper security permissions may Credit Off a partially paid invoice.  When performing this function, the User is required to select a G/L Account Number to use in generating the credit memo for the invoice.  Once the Credit-Off is co...

An unapplied Credit Memo may be applied to any invoice with an open balance.  To apply a Credit Memo to one or more invoices, follow the steps below. Open the Customer Explorer of the customer where a Credit Memo will be applied to an invoice. In...

To apply an Unapplied Credit Memo to a Refund Check or a Miscellaneous G/L Account, open the desired Customer Explorer record and follow the instructions below. Once the Customer Explorer record is open, within the Active Pane area under the Op...