Copy a credit memo
Copy an existing credit memo when you want to create another credit memo with similar information. QuickStart creates a separate transaction with a new document number and does not copy transactions linked to the original credit memo. Open the credit memo from the Credit memos list or another page that displays its number.
Before you begin
You need access to the copy action and an existing credit memo in any status. Review the original credit memo and confirm that it is the correct source, especially when several credit memos have similar customers, items, or amounts.
To copy a credit memo
- Open the credit memo from the Credit memos list or another page that displays its number.
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Select More actions > Copy.
You can also select Copy in the Actions column on the Credit memos list.
- Review the customer, date, items, quantities, rates, and amounts on the copied credit memo. Update the information that must differ from the original credit memo.
- Optionally, enter a Memo that explains why you created the copy.
- Select Save as draft or Submit.
The copied credit memo is independent of the original credit memo. Save as draft leaves it in draft status. Submit processes it as a new credit memo.
The following values are not copied unchanged:
- Date defaults to today’s date.
- Purchase order is empty.
- Base amount, Total discount, Amount, Tax amount, and Total amount are recalculated from the copied transaction details.
- Posting period is determined from the transaction date.