HOW TO GUIDES
EXCEL IMPORT SCHEMAS
Creating a Credit Memo for Overcharged Invoice
Sample Invoice to be credited:
First, add a product and name it Credit Return, type is Service.
Place product description for reference.
Click Save & Close.
Go to Returns Tab > Issue Customer Return
Take note of the Invoice # for cross-reference for the return order.
Create a Customer Return order
Select the Customer and click the box “Create a Return for Products that don’t have an order history” to locate the created Service item.
Click on Create Return.
Enter RMA# to reference with the invoice.
Enter Amount to be credited, “1” for quantity and reason for the credit.
Click on Save then Process.
Go to Warehouse > Customer Returns
Select RMA# created for credit request
Click on Receive to complete the process.
Go to Customers Tab > Customer Invoices/Credit Memo’s
Search for the Customer.
Verify the RMA created with the amount credited to the customer.