Prerequisite
A Customer Credit Memo Batch
must exist before adding a new
Customer Credit Memo.
Customer Credit Memo Batches New
Navigate To Customer
Credit Memo Batch
1.Click on Customers / Credit Memo Batches.
2. Click on "unposted".
3. Click on "view" for a shown Credit Memo
Batch that you would like the new Customer Credit Memo
to be included in.
Create a New
Credit Memo
4. Click on New Credit Memo.
5. Click on Search.
6. Click on Name.
7. Select filter Name, Account#, Phone, or Address.
8. In Search field, enter search request.
9. Click on Search.
10. Click on the search result.
You may use an alternate method to find customer
using customer account number.
a. Click on Account Number field.
b. Enter an account number.
c. Click on "Find".
11. Enter number for Location as applicable.
12. Enter Note, if desired.
13. Click on Add Charge.
14. Click on Search Charges field and select
a charge to Add.
15. Click on Search.
16. Click on desired search result.
17. Add additional charges as desired
by clicking on "Add Charge".
Click on 'x' to remove a charge.
18. Click on Save.
