Create and post a Credit Memo Batch

Go to Customers, Credit Memos. Click on Credit Memo Batches, New Batch.

Add name, post date click on Save.

Click on New Credit Memo, complete the form, click on Save Credit Memo.

Repeat for each customer you wish to add to the Credit Memo.

When all customer credit memos are entered, click on the name of the Credit Memo Batch to view the Credit Memo Batch.

Click on Review and Post, Post.


View unposted or posted Credit Memo Batches

Go to Customers, Credit Memos, New Batch, unposted or posted.