Viewing Credit Memo Information for an Account

A credit memo is issued by an organization to a retailer to reduce the amount that the retailer owes from a previously issued sales invoice. Complete the following procedure to view the credit memo information for an account.

To view the credit memo information for an account

1. Tap Side Menu and then tap Accounts to display the following:

   • The Accounts list and details in the main pane.

   • The calendar in the side pane showing the call scheduling information.

2. Drill down on a link in the Account field to open that account record.

   All details for the selected account appear in the main pane.

3. Tap the down arrow next to Credit Memos in the main pane.

   All the credit memos associated with the account appear in the main pane.