Select Items for Credit Memo

Once the Invoice is posted, the Credit Memo toolbar button will appear in the Invoice form. The Select Items for Credit Memo form is opened by clicking the Credit Memo button. In the Select Items for Credit Memo form you may review items included in a specific invoice transaction, and/or, you may click on the check boxes under the column heading of "Add" that correspond to items to be returned, then click on the Create button to select these items to be added to the Credit Memo prior to posting.

Note that when creating Credit Memo directly from Invoice form (i.e. clicking Credit Memo button), you will only be affecting your accounts' balances: Accounts Receivables, Sales, Inventory, Cost of Goods Sold and other accounts affected by the Invoice.  This will just offset or reverse the entry made in Invoice, but will not affect your stock. It is recommended that when you select to return inventory items, you do it on RMA then process it to Credit Memo.

The remaining fields are read only: Customer ID, Company, Item Number, Description, Warehouse, UOM, Ordered, Shipped and Returned.

Toolbar Buttons

Toolbar Buttons perform an action on the current record like adding, deleting or saving.

The Create button will add the items you have selected in the credit memo form See: Select Items for Credit Memo.

The Clear All button will automatically clear or deselect all items from being added to the Credit Memo.

The Select All button will select all listed items to be added when creating Credit Memo.