Please note, applying a customer credit memo is different than applying a credit memo to an invoice, here's how:
A customer credit memo can only be applied to an invoice that has been paid. This type of credit can be applied to future invoices or other open invoices for the customer.
Applying a credit memo to an invoice is only applicable to unpaid invoices. This credit type would be useful to document damaged goods, however, in most cases its recommended to reverse the unpaid invoice instead so you can track the changes made to the invoice.
- Click on Create Credit Memo
In the Main Navigation Menu, expand the Invoicing module and click "Create Credit Memo".
- Select Order Number
Enter the order number and select it.
- Select Items
Select the items returned and enter a negative quantity, such as (-) 5 for five returned items. If items were shipped from inventory and are to be added back to inventory, click the "Inventory Affected" checkbox. Scroll down and click save.
- Calculate Sales Tax
Click the calculator icon to calculate sales tax for the credit memo.
- Click on Save
Click save and close the sales journal to post the credit memo.
💡 Tip!
If the credit memo is to be applied to an open invoice, use the A/R module, cash receipts function and apply the credit memo to the open invoice. If the customer is to be refunded the amount, you can process a manual check in Aturian or, if paid via credit card, you can refund the amount of the credit through your credit card processing system.