Issue/Symptom/Question

Why doesn't the AR Customer invoice with an open balance show in the Credit Memo window?

Environment

PENTA for Windows

Billing and Accounts Receivable (AR)

Credit Memos and Reversals > Issue a Credit Memo Against an Invoice

Resolution/Fix/Answer

If the Invoice doesn't show in the List of Values, Verify the Job is Active.  If the Job is not Active and the credit memo should still be entered, go to the Job Information window and update the Status to Active. 

Deleted jobs don't show in the list and no message is provided why something doesn't show.

     If accessing the credit memo screen from the Manage Receivables window, the following message shows because the Invoice is known when coming into the Credit Memo screen (vs. trying to find the invoice in the list):

Update the status in the Status block of the Job Information:

Cause 

The Credit Memo Invoice List of Values looks for Invoices on Active Jobs.  Closed or Deleted Status Jobs can be configured to not allow billing adjustments (Job Types - Misc Tab)