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Note: Effective 1/23/17 - Credit Memos may no longer be created.  

See here for more info regarding changes to Accounts Payable.


The Credit Memo entry screen will load.


Select the Vendor.  Start typing the name of the vendor or click on the Lookup icon to launch the Lookup screen. 


Memo and Reference fields may be completed if desired. 


For Account type, Description will auto-populate with name of G/L account selected.   


A. Credit Memos cannot be changed once they have been saved.  Corrections would be made using a Vendor Invoice and an Inventory Adjustment.  They may, however, be deleted, and re-entered prior to posting if desired.  

Downloadable Guide

Manage Credit Memos - Guide