Edit a credit memo
Editing a credit memo helps ensure that the transaction is accurate before you proceed with the next step in the process. For example, when you need to add a new line item, edit the credit memo before you continue processing the transaction.
Before you begin
You need an existing credit memo. Draft credit memos allow the broadest set of changes. An accepted credit memo or one with related transactions can make accounting-related fields read-only.
To edit a credit memo:
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On any page containing the credit memo, select the credit memo number to open the transaction in view mode.
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Select Edit. Review and update the available customer, date, item, quantity, rate, address, discount, or memo information required for the correction.
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Select Update.
For draft credit memos, you can edit most of the fields to complete the details of the transaction. However, when a credit memo is in open status or has dependencies such as customer refunds, the fields you can edit are limited.