Prerequisites
Ensure you have permission 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" button.
Step 3: Select Create Credit Memo
From the dropdown menu, choose the "Create credit memo" option.
Step 4: Uncheck the Non-PO Checkbox
Uncheck the box labeled "Non-PO" if it is currently selected.
Step 5: Assign the Invoice to a PO (Skip if the PO is already assigned)
After unchecking the Non-PO checkbox, a dropdown will appear.
Select the corresponding PO from this dropdown.
Step 6: Enter the details
Input the appropriate credit memo number in the designated field.
Fill in the other details on the credit memo.
Step 7: Submit the Credit Memo
Review the information, then click on "Submit" to finalize the credit memo.
FAQs
What if the Non-PO checkbox is selected by mistake?
If the Non-PO checkbox is mistakenly selected, you can simply uncheck it before assigning the invoice to apply the credit memo correctly.
What if I don’t have permissions to create or view credit memos?
You will need to contact your system administrator to ensure you have the necessary permissions to create and view credit memos and invoices.