If the customer has any pending credit memos in their account the Apply Credit Memo button will be enabled.

 

•Click the Apply Credit Memo button to open the Select Credit Memo dialog.

 

•Select the credit memo to apply and click the OK button. The Credit Amount will then be loaded into the Receipt Amount field of the cash receipts window.

 

•Clicking the Cancel button will return to the user to the cash receipts window without loading a credit memo.

 

•If a credit memo should need to be cleared from a customers account, apply the credit memo as a Write-off or a Bad Debt.

 

•When credit memos are applied to an account, a check/reference number is not required.