AR Create a Credit Memo

Overview

Updated 08/18/2022

A Credit Memo is an AR section invoice type used to apply credit to a customer's account. A Credit Memo can be created from the Accounts Receivable (AR) home screen.

• Click here for information on posting AR Payments
• Click here for information on creating a new AR Batch

Create Credit Memo
Examples
    Customer Invoice section
    Invoice Status report

Create Credit Memo

1. Go to the Back Office section (Main Menu)
2. Click on AR
   1. Select the desired batch or create a batch if necessary.
      Click here for information on creating a new AR Batch.
      
      
      
      
3. Click on the Actions button
4. Click on Create New Invoice
   
   
   
   
5. Enter information into the following fields
   1. Customer: Type the name of the Customer and press <ENTER> to display the list
   2. Transaction Type: Select the appropriate Transaction Type
   3. Department: 
   4. Employee: 
   5. Invoice Type: Select CM (Credit Memo)
   6. Invoice Date: This defaults to today's date
   7. Invoice Amount: This must be a negative amount to process correctly
   8. Invoice Number: Create or update the Invoice Number or use the system invoice number option
   9. System Invoice Number (checkbox): 
      Click here for information on Transaction Types
      
      
      
      
   10. Click on the Finish button
       
       

Examples

Customer Invoice section

Notice the Invoice listed on the Customer Record

Invoice Status report

Notice the Credit Memo from the Invoice Status report

• Click here for information on the Invoice Status report