Edit Credit Memos

Edit Credit Memos

Undistributed credit memos can be edited from the Credits tab.

To edit an undistributed credit memo, click the  Edit button to the right of the credit memo to be edited.

The Editing window appears.

Basic functions include the ability to 

• Clear/Void Credit Memo
• Move the Credit Memo to a different Bill-To account
• Change the credit amount
• Change the date
• Edit the Reference note

Clear/Void Credit Memo

To clear or "void" a credit memo, change the payment amount to $0.00. Click the  Update Credit button.

The credit memo will appear in the Distributed receipts and credits tab with a $0.00 dollar amount.

Change Bill-To Account

To select a different Bill-To account use the drop-down list to select the Bill-To account the payment should be applied to click the  Update Credit button.

Other Changes and Edits

To change the amount of the credit, select the credit field and edit the amount.

To change the date, click the  calendar control to the right of the date field and change the date.

To edit the Reference field, select the field and edit the data.

Click the  Update Receipt button.

Cancel

To cancel all changes, click the  Cancel button.