Prerequisites
Necessary privileges for creating a Credit Memo.
Step-by-Step Instructions
Step 1: Open the Invoice
Go to the Invoice section and open the invoice for which you want to create a credit memo.
Step 2: Create Credit Memo
Go to Actions and click on Create Credit Memo.
Step 3: Copy Invoice Data
The system will create a credit memo from the invoice by copying the invoice data.
Step 4: Upload Credit Memo Image
Click on Choose File on the left-hand side to upload the credit memo image.
Step 5: Enter Credit Memo Details
Enter the Credit Memo # and adjust the amount in the line item to match the credit memo amount.
Step 6: Create Credit Memo
Click on Create Credit Memo to finalize the credit memo.
Review Remittance
Once the credit memo is created, the system will adjust the outstanding balance for the invoice. You can see the details under the Remittance section of the invoice.
FAQs & Troubleshooting
Can I edit a credit memo after it is created?
No, once a credit memo is created, it cannot be edited. You will need to create a new credit memo if there are any discrepancies.
Can I create a credit memo without an Invoice?
Yes, you can. Start by creating the credit memo from the 'Credit Memo' section on the left menu.
When you upload the credit memo and start filling in the details, ensure that you check the box for "Non Invoice".
