Accounts Receivable Credit Memos How to Create a Credit Memo
How to Create a Credit Memo (continued)
4. Future Auto Apply – This selection is optional. If the User wants the credit memo being generated to automatically apply to the next invoice created for one or more invoice types, select this option checkbox. When selecting the Future Auto Apply checkbox, the Setup Auto Credit form is displayed. On this form the User may select one, multiple or all invoice types.
5. Save the Credit Memo – When finished filling in all required information, press the Save button located at the lower right of the credit memo form. Pressing the Save button will post the credit memo to the general ledger and appear on the credit memo list within the Customer Explorer of the customer for which the credit memo was generated.
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