Credit Memos

How Do I...

Use the Credit Memos window to enter credit memos for customer returns and credits; you can apply credit memos to any existing customer invoices. All entries made on this window are posted to General Ledger, customer records, and possibly inventory and job records. You have the choice of applying transactions to Jobs through the distribution list box.

The Credit Memos window allows you to enter as many as 500 return or credit line items per memo.

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ClosedEntering a customer credit memo

Use the Credit Memos window to apply credit to a customer invoice.

Enter a customer credit memo

ClosedPrinting or previewing credit memos

When you enter customer credit memos in Sage 50, you can leave the Credit No. field blank to have Sage 50 automatically assign numbers to credit memos when printed.

How to print a credit memo

How to preview a credit memo

ClosedVoiding a credit memo

Be careful when editing or deleting invoices. If you've already entered a receipt, you may need to first delete the receipt before you can edit or delete the invoice.

Void a credit memo

ClosedHelp with specific fields

For a listing of fields in the Credit Memos window, click the link.

Credit Memo fields