Wondering about Customer Credit Memos for Sales backed Invoices. On Customer Credit Memos, I don’t have an option to create a CCM using a Sales Order Number. How would I make this be an Order backed CCM?
There are a couple of ways to handle this:
• Simplest method: Open the Customer Invoices app, locate the sales-backed invoice, and use the “Create Credit Memo” row action. This works best when the sales order has only one associated invoice or when you want to issue a credit memo for a specific invoice tied to the order.
• Alternative method: In the Sales Orders app, use the “Create Sales Credit” row action on the original order. This lets you include any—or all—of the invoiced lines from that order in a sales credit. After saving and confirming the sales credit, move the credit lines from Open to Prepare for Invoicing, save again, and then click the “Generate Credit Memo” action in the document header. Once this process is complete, a Customer Credit Memo will be created, and the sales credit will be marked as invoiced.