Credit Memo Overview

This section will discuss creating manual Credit Memos, crediting off an entire invoice, crediting off the balance of a partially paid invoice, and applying a credit memo.

If your company has activated the Credit Request Processing feature (SedonaSetup, Setup Processing for AR) Users will not be able to manually create a Credit Memo.  Please refer to Credit Request Processing, for more information on this topic.

Click on the links below for detailed information related to Credit Memo functions.

Crediting Off an Entire Invoice

Create Credit From

Credit Off a Partially Paid Invoice

Apply a Credit Memo to Invoices

Apply a Credit Memo to a Customer Refund Check or Miscellaneous G/L Account