Prerequisites
Ensure you have permissions to create, view, and edit credit memos and invoices.
Step-by-Step Instructions
Step 1: Open the Invoice
Access the relevant invoice that needs to be updated.
Step 2: Navigate to Actions
Click on the "Actions"
Step 3: Select Change Credit Memo
From the dropdown, choose the "Create credit memo" option.
Step 4: Uncheck the Non-PO Checkbox
Deselect the checkbox labeled "Non-PO" if it is currently selected.
Step 5: Assign the Invoice
Once the Non-PO checkbox is unchecked, a dropdown will appear. Select the corresponding invoice from this dropdown.
Step 6: Enter the Credit Memo Number
Input the appropriate credit memo number into the designated field.
Step 7: Submit the Credit Memo
Review the information, and then click on "Submit" to finalize the credit memo.