How to find/edit a Credit Memo?
1. Click the “FINANCIALS MODULE” icon.
2. Click the “PAYABLES” button located at the top navigation bar.
3. Click on “FIND CREDIT MEMO” button found at the left side bar.
4. You will be redirected to this page. Provide necessary information, and click the “FIND” button.
5. If in case, you do not have any details at all; just click the “FIND” button right away. It will redirect you to a page with the list of all Payable Vouchers.
6. Click on the Invoice ID No., found at the left side, to view the Payable Voucher Details.
NOTE: If the status of your Credit Memo is “POSTED” or “READY”, “WRITEOFF” and “VOID” buttons are present on CUSTOMER CREDIT MEMO SECTION; however if the status of your Credit Memo is “PENDING”, you can edit the entry but the “VOID” and “WRITEOFF” button will not be present/available.
7 On the top right of the Vendor Invoice Section, you will see the following buttons: WRITEOFF, VOID, EDIT, CREATE NEW, PDF, EMAIL.
8. Click on the “EDIT” button.
9. You will be redirected to this page. Edit any necessary fields, and click “UPDATE”.