1.Click the Create Credit Memo button to post the overpayment amount to a credit memo.

2.The Create Credit Memo dialog will open.

3.Enter a Reference Description to be attached to the credit memo.

4a. Click the Continue button to proceed with the posting.

- or -

4b. Click Go Back to abandon the credit memo creation dialog.

 

 

 

•Credit Memos created in this manner only will exist in the Account Receivable file and will not be visible in areas of the system that only reference the invoice header files, such as the Invoice Search screen and many of the sales reports.