DELETE A CREDIT MEMO

(0) Share

Report

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.

I have the same question (0)

All responses (5)

Answers (0)

Sort by

CU11121527-0 4 on at

Like (1)

Report
Copy link

Link copied!

Hello,

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

Was this reply helpful? Yes No
TEE COLEMAN 11 on at

Like (0)

Report
Copy link

Link copied!

OPEN

Was this reply helpful? Yes No
Suggested answer

CU11121527-0 4 on at

Like (0)

Report
Copy link

Link copied!

Open the document and click on the "Trashcan"

Was this reply helpful? Yes No
TEE COLEMAN 11 on at

Like (0)

Report
Copy link

Link copied!

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

ARE YOU ABLE TO ADD A FEW STEPS

THANKS

Was this reply helpful? Yes No
Suggested answer

YUN ZHU 101,948 Super User 2026 Season 1 on at

Like (0)

Report
Copy link

Link copied!

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

Was this reply helpful? Yes No