How to create Credit Memo [Cloud]
How to
create Credit Memo – Cloud
First locate the “Credit Memo” under “Customers”
Click on “Create CM” located on the top right-side of the
screen
Search the “customer” for the credit memo.
Credit memo could be created by the “style by invoice”, “invoice”,
or “style”.
If “Return Authorization” has been created, enter it in
the RA#.
Once you have added a style or invoice for the credit memo,
make sure you select an option from “warehouse”, “RA reason”, and “Damage Reason”.
Only select “RA reason” if Return Authorization has been created.
If not, just leave “RA reason” blank and select an option for “Damage reason”
If a warehouse in the “warehouse” dropdown has been
selected, the style will be added back to inventory.
If “damage” is selected, it will NOT be added back to
inventory.
When everything is selected and filled out, click save to
finalize and create the credit memo.
To ensure the credit memo has been created, make sure there
is a number instead of the wording “Create CM”.
Related Articles
How to apply Credit Memo - [Cloud]
How to apply Credit Memo – Cloud If there is an open credit memo for the customer you are creating an invoice for, There will be a pop-up message. If you are ready to process the payment and apply the credit memo, Click “YES” to view and apply the ...Customer Master [Cloud]
Please see attached file to download document.Company Setup [Cloud]
Please see attached document to download file.Creating Credit Memo (CM)
<br> There are 3 possible ways of creating Credit Memo in N41. Using existing RA (Return Authorization) from RA screen Using existing RA (Return Authorization) from Credit Memo screen Manually selecting Customer, Style/Color and Quantity. I. ...How to create “Credit Memo” from a Return Authorization
There are 3 possible ways of creating Credit Memo in N41. I. Using existing RA (Return Authorization) from RA screen II. Using existing RA (Return Authorization) from Credit Memo screen III. Manually selecting Customer, Style/Color and Quantity. I. ...