Overview:
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You can record a credit memo you already manually issued or you can enter information for a credit memo you plan to issue, then have PENTA generate and print the Credit Memo document for you.
Benefits:
- Issue a credit against an AR invoice without the need of reversing the invoice completely
- Displays as credits on AR Statement reports
- After the Complete Credit Memos for Printing step, credits can be selected in the cash receipt entry window
Roles:
- Accounts Receivable Manager
- Billing Clerk
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- Billing & Accounts Receivable > Credit Memos / Reversals > Issue a Credit Memo Against an AR Invoice
Video:
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