Creating a Credit Memo for a Customer in RoverERP

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Accounts Receivable

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Resolution Steps

1. Access the Credit Memo Entry Screen

   Navigate to the Accounts Receivable or Sales module and open the option to create a new credit memo, often labeled Credit Memo Entry or similar.

2. Enter Customer and Invoice Details

   Select the customer who is to receive the credit. Reference the original invoice or shipment, if applicable.

3. Enter the Credit Memo Line Item

   Add a line for the item being credited. Enter the item number, description, and quantity to be credited, such as 1 piece. Enter the unit price and confirm that the total credit amount matches the value of the short-shipped item.

4. Add Notes or a Reason

   Include a note or reason for the credit memo, such as Short shipped 1 pc.

5. Review and Save

   Review the credit memo for accuracy. Save and post the credit memo to update the customer's account.

6. Send the Credit Memo to the Customer

   Print or email the credit memo to the customer as confirmation.

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