How To Create a Credit Memo

Credit Memos may be created from the Accounts Receivable menu or from a Customer Explorer record.

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 the desired Customer Number. If the Customer has more than one Site record, a list will be displayed from which the User must make a selection. Fill in the appropriate fields on the form; click the Save button when finished. For individual field definitions of the Credit Memo form, refer to the topic Credit Memo Form Definitions for more information.

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Begin a Credit Memo From the Customer Explorer

To begin a Credit Memo from a Customer Explorer record, click on the Credit Memo option within the Customer Tree, right-click then select the New Credit Memo option. If the Customer has more than one Site, the User will be prompted to select the desire Site. Alternately, if the Customer has more than one Site, navigate to the options within the Site tree and begin the Credit Memo at the Site level.

Note: If the customer has any previously created credit memos on their account, when highlighting Credit Memos from the Customer Tree at either the Customer level or Site level, you may highlight a credit memo in the Active Pane, right-click and select New Credit Memo.

Begin Credit Memo at the Customer Level Begin Credit Memo at the Site Level

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