Creating a Credit Memo in A/R

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Creating a Credit Memo in A/R

There are two ways to create a credit memo in A/R.
1. Accounts Receivable >> Manage Invoices >> Customer Invoices.

Enter the Module step in ADD mode.

Select the customer and enter the credit memo as you would any other customer invoice. The split amount on the credit memo will be a negative amount instead of a positive amount.
2. Accounts Receivable >> Customer Invoices >> Payments >> Apply Payments.

Select the customer and enter the payment information.

Then without applying the payment against an invoice, go to select the next customer to apply a payment against.

The system will ask if you want to cancel the transaction, press No.

Then you will be prompted to create a create memo for the amount of the payment.