Accounts Receivable Credit Memos How to Create a Credit Memo
How to Create a Credit Memo (continued)
Navigation in the Customer Explorer to Create a Credit Memo
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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.
Follow the steps on pages 1 and 2 of this topic for creating the Credit Memo.