Create Credit Memo Form

The Credit Memo Form allows a user with the correct permissions to create an invoice by clicking the Create Credit Memo button to open the Create Credit Memo form.

To view the Orders tab, Order Status bar, PO Batches, or create credit memos from a PO, the user must have Create/Edit Invoices permission added to their role. See the Collector Administrator if you do not have these permissions.

The information in the following table describes the Create Credit Memo form.

Field Name	Description
Choose type of Credit Memo	You can create a credit memo from the following: From a blank form From a PO From a Blanket PO From an Invoice
Select the Agency	Select the agency from the list.
Enter the PO#	Enter the purchase order number.

Field Name

Description

Choose type of Credit Memo

You can create a credit memo from the following:

From a blank form
From a PO
From a Blanket PO
From an Invoice

Select the Agency

Select the agency from the list.

Enter the PO#

Enter the purchase order number.