Void a Credit Memo

How to Void a Credit Memo

To void a credit memo, please follow these steps:

  1. Go to the following location:
    1. Accounting > Credit Memos
    2. Customers > Accounting Tab > Credit Memos
  2. Locate an Unapplied credit memo (partially applied and closed credit memos cannot be voided)
  3. Click View Credit Memo for the credit memo you want to void
  4. Click the down arrow in the upper right corner
  5. Click Void Credit Memo from the list of options that appear
  6. Fill out the Reason voided (optional)
  7. Click Void Credit Memo

FAQs

How do I void a closed or partially applied credit memo?

First, delete any payments or edit the payments that appear in the payments section on the credit memo details page. Then follow the steps above for How to Void a Credit Memo.

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