AR Create a Credit Memo

Overview

Updated 06/25/2021

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.

1. Navigate to Main Menu > Back Office > AR > Home sub-page
   
   
2. Select the desired batch or create a batch if necessary. Visit the AR New Batch help page for instructions.
   
   
3. Navigate to Main Menu > Back Office > AR Post Payment sub-page
   
   
4. Click Create New Invoice from the Actions Menu or the Create New Invoice shortcut button.
   
   
5. Select CM for the Invoice Type and enter in a negative amount to show a credit.
   
   Note: The amount must be a negative to process correctly.
   
    
6. Click Select Invoices or enter the invoice number into the section below to apply the Credit Memo.
   
   
7. Click Process Payments when the batch is complete.

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