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You can adjust the new sales credit memo before posting, and it will be applied to the original invoice when you post it. On the initial posted sales invoice, the Canceled and Paid checkboxes are selected.Ī new sales credit memo is created with the same information. A corrective sales credit memo is automatically created and posted to void the initial posted sales invoice. The new sales invoice has a different number than the initial sales invoice. In that case, we suggest you cancel the posted sales invoice instead and then make the correction and continue the sales process from the original sales order. A new sales invoice with the same information is created, unless the posted sales order was posted from a sales order. On the initial posted sales invoice, the Canceled and Paid checkboxes are selected. The difference between canceling or correcting a posted sales invoice that isn't paid or shipped is described in the following table. For more information, see Process Sales Returns or Cancellations. Instead, you must manually create a sales credit memo to void the sale and reimburse the customer, optionally managed with a sales return order. This article was new with the Summer '22 release.After a posted sales invoice has been partially or fully paid, you cannot correct or cancel it from the posted sales invoice itself.The refund information will be available to display on the Activity Statement for the customer. Note:The Payee address fields must be completed in order for this information to display correctly on the check and the check stub. If Check was selected as the Payment Type, on the negative Cash Receipt, click Print Check to print a check for the customer.From the list view, select the newly created Cash Receipt.Note:Click here to view the above image in full screen. Cash Receipts that are refunds will automatically include “Customer Refund” in the Type field. A message displays with the new Cash Receipt number.īest Practice: Create a list view specifically filtered on the Refund Cash Receipts. Note:Only unapplied amounts on the Credit Memo can be refunded. Note: Required fields display with a red asterisk (*). However, you can modify the default information, if necessary. Most of the fields automatically default from the Credit Memo.The Issue Refund from a Credit Memo dialog box displays. Choose the Credit Memo for which you want to issue a refund.Select a list view (other than the Recently Viewed list view).Then, under the Revenues menu, click Billings. Navigate to Accounting Home and click the Create Entries tab.The newly created Refund Cash Receipt automatically has the Type field set to Customer Refund. This is applied to the Credit Memo and used to print the refund check, if the Payment Type is Check.
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When you click Confirm, a Refund Cash Receipt is created. Memo - this textbox is available to include notations about the refund for printing on the check.Īfter completing the fields in the “Issue Refund from a Credit Memo” dialog box, click Confirm to start the actual refund process.
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