Creating a credit memo for service contract

A Payables Invoice can be based off of a purchase order, a service contract, or just a regular expense invoice. You can create a credit memo to credit against the invoice totals maintained on the service contract.

  1. Sign in as Match Specialist and select Manage Invoices.
  2. Select an applicable tab and click Create Invoice.
  3. On the Main tab, specify this information:
    Invoice Entry Template
    Select Service Contract.
    Invoice Type
    Select Credit Memo.
    Service Contract
    Specify the service contract.
    Original Invoice
    Select the original invoice where the credit memo is referred.
  4. To specify information for the other fields and tabs, see Creating Match invoices.
  5. Click Save.