Partial Credit Memo Application

Applying only part of a Credit Memo

A portion of a credit memo can be applied to an invoice if the application date is on or after the most recent invoice date being used.

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Go to A/R>Invoices/Credit Memos>Apply Credit Memos

Select a Name Id and Date Applied

Select and/or verify Location Code and click on “OK”

A listing will appear of credit memos that may be chosen for application

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Apply Option “1” (Apply Amount to Selected Invoices)>Select

Click OK on the next screen

This brings you to the “Select Invoice(s) To Be Applied Screen”

Highlight invoice to which the credit memo is to be partially applied. Click “Select” radio button.

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Enter amount to be applied. Click “OK”

If you wish to apply more of the remaining balance of this credit memo to another invoice highlight the invoice, else select “Back”. (Notice that the invoice with the applied partial credit memo balance has an “*” indicating it is unavailable for further applications.)

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If “Back” was selected then populate “Apply Option” box with “2” for “Leave as Unapplied” and click on “Select” to exit the Apply Credit Memo screens.

Document written by A. Mueller