Create a credit memo from an invoice through the invoicing page

Use Menu > Receivables > Invoicing and select the Invoices tab to create a credit memo from an eligible invoice. QuickStart carries the customer and invoice information into the linked credit memo, where you select the items, quantities, rates, or amounts to credit before submitting or saving it as a draft.

Before you begin

You need an existing invoice that is eligible for a credit memo. Review the invoice and determine which items, quantities, and amounts must be credited.

To create a credit memo from an invoice through the invoicing page:

  1. Open Menu.

  2. Under Receivables, select Invoicing. Then, select the Invoices tab if it is not already selected.

  3. On the Invoices list page, select the invoice number.

  4. From the More actions list, select Create credit memo.

    Alternatively, you can create a credit memo directly from the Invoices list page. To do this, find the related invoice. From the Actions column, select Create credit memo.

  5. Review the customer and source invoice information.

  6. Review the credited items and enter the quantities, rates, or amounts that must be credited. Remove any line that must not be included.

  7. Review the date, memo, totals, tax, and other applicable credit memo details.

  8. Select Submit or Save as draft.

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