Create Credit Memo from a Blank Form

IPP supports several methods to provide electronic invoices to agencies. Credit Memo data may be entered online via a blank web-form, credit memos may be created from a Purchase Order, or created from an existing invoice. The Collector user is responsible for entering valid credit memo numbers from their ERP system when they use IPP.

To access the Create Credit Memo form from the Invoices tab, click the Create Credit Memo button.

To view the Invoice tab, Invoice Status bar, or create invoices from a purchase order, Blanket purchase order, or another invoice; the user must have Create/Edit Invoices permission and View Invoices, Purchase Orders/ Blanket POs permission. See the administrator if you do not have these permissions.

The following table explains the Create Invoice fields.

Field Name	Description
Choose which type of credit memo to create	Lists the credit memo types.
Select a Payer Name	Select the Dept of the Treasury.
Agency Name field	Displays the Agency name.
Select the Remit To Account	Lists the Remit to Account banks.
Select an Invoice Template	Lists the invoice templates.
Select the Bill To Address	Lists the bill to address.
Click to enter a Ship To Address (optional)	Lists the following fields: Agency Name field Ship To Contact field Address Lines 1 - 3 fields City field State/Province field Zip/Postal Code field