Table of Contents

▶️How To Create A Customer Credit Memo

Matt Staff Updated by Matt Staff

1. Click on Create Credit Memo

In the Main Navigation Menu, expand the Invoicing module and click "Create Credit Memo".

2. Select Order Number

Enter the order number and select it.

3. 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.

4. Calculate Sales Tax

Click the calculator icon to calculate sales tax for the credit memo.

5. 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.

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