How to create a credit memo

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Create a credit memo against an entire invoice

To create a credit memo against an entire invoice:

1. Select the ORDERS tab
2. Select the PO to be credited by clicking the radio button on the PO
3. Click on Create Invoice and choose Credit Memo OR select Credit Memo from the Actions dropdown menu👁 Image
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4. Complete information in the form of Credit Memo (the amount and taxes will automatically be negative). Make sure that all required fields marked with asterisks are filled in👁 Image
   
5. Click Next👁 Image
   
6. Review Credit Memo
7. Click Submit👁 Image
   

Create a line level credit memo against an invoice

To create a line level credit memo against an invoice:

1. Select the INVOICES tab
2. Select your previously created invoice
3. Click the button on the Invoice screen for Create Line -Item Credit Memo
   Important: Please be sure to include line description and PO line numbers where applicable.
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4. Complete information in the form of Credit Memo (the amount and taxes will automatically be negative). Make sure that all required fields marked with asterisks (*) are filled in
5. Click Next
6. Review Credit Memo
7. Click Submit👁 Image