Create a standalone credit memo through the credit memos page
Use Menu > Receivables > Credit memos to create a standalone credit memo when no invoice or return authorization applies. Select or create the customer and items, enter the quantities and amounts to credit, review tax and totals, and then submit the credit memo or save it as a draft.
Before you begin
Create the customer and at least one product item or service item to credit.
To create a standalone credit memo through the credit memos page
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Open Menu.
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Under Receivables, select Credit memos.
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On the Credit memos list page, select Create credit memo.
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Select the Customer and review the Date and other transaction information.
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In Items, select Add item and enter the item, quantity, rate, and other applicable line details.
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Review the credit memo totals and tax information.
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Select Submit or Save as draft.