Processing a Return as a Credit Memo

To process a return by generating a credit memo, use these steps:

  1. Create and post the credit memo using the standard process.
  2. If Auto Return is selected on the Credit Card Interface Parameters form, the system generates a credit on the customer credit card for the amount paid on the original invoice, and you can skip the next step.
  3. If Auto Return is not selected, you must manually apply the credit memo to the applicable invoice. On the A/R Posted Transactions Detail form, select the new credit memo and click Authorize Credit Card. Use a reference of Invoice with the applicable credit memo number.
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