To post the overpayment amount to a credit memo, click the Apply Credit Memo button. The create credit memo dialog will then appear.

 

•Enter a reference to be attached to the credit memo and click the Continue button.

 

 

•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.