Customer Credit Memo Document

The Customer Credit Memo is used to post a credit to a customer's account. 

The documents begins with a Customer Invoice Lookup to locate the invoice to credit. The Customer Credit Memo can be used as long as the referenced Customer Invoice is fully approved and open.

When entering a credit line on the Customer Credit Memo document:

  • Only enter quantity or price; do not enter both.
  • The number entered in the Quantity or Price field is the number to reduce the invoice by.


  1. Document routes to the Fiscal Officers
  2. any applicable Organization Review hierarchies for review and approval.