DELETE A CREDIT MEMO

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Posted on by TEE COLEMAN

So we have a few credit memos that no longer need to be on the customer's account. I want to know if there is a way to just DELETE them. I do NOT wish to offset them against anything, just want to DELETE them from the account.

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CU11121527-0 4 on at

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Hello,

Are you talking about posted sales credit memo or open sales credit memo?

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TEE COLEMAN 5 on at

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OPEN

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CU11121527-0 4 on at

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Open the document and click on the "Trashcan"

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TEE COLEMAN 5 on at

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CAN YOU BE MORE SPECIFIC ON HOW YOU OPEN THE DOCUMENT. OUR SCREED SEEM DIFFRENT.

ARE YOU ABLE TO ADD A FEW STEPS

THANKS

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YUN ZHU 95,597 Super User 2025 Season 2 on at

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Hi, If you are referring to the Open Credit Memo details in Customer Ledger Entries, there is no way to delete them.

You need to create a refund, or post an invoice to clear them (do a apply).

Hope this helps.

Thanks.

ZHU

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