Create and Apply Credit Memo mode supports creation of a Credit Memo against a customer and application of the credit to an existing transaction.
This mode is identical to Single Transaction in respect to data entry. But also has an Apply section to facilitate the applying an existing transaction to a credit memo simultaneously.
Note – This mode only accepts creation of Credit Memos in the same worksheet. Invoices and Debit Memos are not supported.
Select the Create and Apply Credit Memo mode from the AR Invoice Wizard ribbon and click ‘Create New’ to generate the default columns.
The API used to create Receivables transactions can use a Batch Source type of 'Imported' or 'Manual'.
The AR Invoice Wizard worksheet is separated into the following sections: Transaction, Lines, Sales Credits, Distributions. All sections contain DFFs, Transaction and Lines sections also support attachment entry.
To create a Credit Memo in this mode, you must enter information into at least the Transaction and Lines sections. If AutoAccounting is not set up, the distribution section also needs to be populated.
