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