Accounting Solutions (Web)
- How To: Check Requests
- How To: Bill Payments
- How To: Digital Purchase Orders
- How To: Bills
- How To: Accounting Reports
- How To: Digital Workflows
- How To: Vendors
- Paperless Accounting Workflows Release Notes
- Video Tutorials: Digital Purchase Orders
- How To: General Ledger
- How To: Journal Entries
- How To: Petty Cash
- How To: General Accounting
Accounting Solutions (Citrix)
Technical Release Notes
Canadian Payroll/Accounting Solutions
How to: Enter a New Credit Memo (AR)
A credit memo can be entered to reduce an accounts receivable balance. This may be used in cases such as a pricing dispute, write-offs, or any other reasons the buyer will not pay the full amount of the invoice.
Step 1: From the Customers drop down menu, click BROWSE CREDIT MEMOS.
Step 2: Click ADD NEW.
Step 3: Select the customer then fill out the memo #, description and amount due. Enter the expense account on the line itself. **Anything highlighted in YELLOW is required in order to save.**
Step 4: Click SAVE.
Step 5: You will see the newly added credit memo in the Browse Credit Memos window.