12/11/2023 0 Comments Peachtree unpaid invoices![]() If you are issuing a refund to a customer for an invoice they have already paid, you'll click the Tender button on the Credit Memo screen to record the payment returned to the customer. Line items can be removed from the body of the credit memo by clicking on the item once and then hitting the Delete key on your keyboard. If you are crediting only part of the invoice, you'll remove the items you are not crediting from the credit memo, add any necessary notes and then click Save. If you are crediting the entire invoice, you'll simply add any necessary notes to your credit memo and then click Save. When you create a credit memo from an invoice, you'll see all of the line items from the invoice carried onto the credit memo. But instead of being used to bill the customer and remove items from inventory, it is used to credit your customers and can be used to return items to your stock. The Credit Memo screen is nearly identical to the Sales Invoicing screen. The entire invoice will be carried over to the Credit Memo screen. With the invoice open in the Sales Invoicing screen, head to the Activities menu and select Create Credit Memo. This can be done by looking up the customer in the Customer Center or by locating the invoice itself in the Invoice List. ![]() ![]() Either way, creating credits for your invoices makes returning money or waiving part (or all) of an invoice is easy. Perhaps the invoice was created incorrectly, or perhaps something they were charged for needed to be returned. There are many reasons in the business world for why you may need to issue a credit to a customer's invoice. ![]()
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