Entering a Credit Memo.

Acctivate offers multiple options for creating credit memos within the program. Each method will land you in the "Enter Credit Memo" window. Check out this article for a link to our training guide about entering Credit Memos.

You have multiple options to create a credit memo in Acctivate. Customer credits can be created from the original sales order, customer record, sales menu/icon, or business activity. The most common being from the original sales order. Doing so will copy all information from the sales order to the credit memo for the user to modify as needed.

For an up to date guide on entering Credit Memos, check out our training guide.