Open the Sales Credit Memo window.

Specifies a sales credit memo that is not yet posted.

If your customer wants to return items or cancel services that you have sold to the customer, then you must create and post a sales credit memo that specifies the requested change with regard to the original sales invoice. You can use the Copy Document function to fill the sales credit memo with the correct sales invoice information. The change may relate to all the products on the original sales invoice or only to some of the products. Accordingly, the customer may partially return delivered items or demand partial reimbursement of delivered services. In that case, you must edit the copied sales invoice information.

Note
If a posted sales invoice has not yet been paid, then you can use the Correct or Cancel functions on the posted sales invoice to automatically reverse the involved transactions. These functions only work for unpaid invoices, and they do not support partial returns or cancellations. For more information, see How to: Correct or Cancel Unpaid Sales Invoices.

Related Tasks

The following table shows tasks that are related to the Sales Credit Memo window, with links to the topics that describe them.

ToSee

Create a sales credit memo to revert a specific posted sales invoice to reflect which products the customer returns and which payment amount you will refund.

How to: Process Sales Returns or Cancellations

Perform an action on an unpaid posted sales invoice to automatically create a credit memo and either cancel the sales invoice or recreate it so you can make corrections.

How to: Correct or Cancel Unpaid Sales Invoices

Tip

See Also