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Create a credit memo without a return authorization

Learn how to create a credit memo without a return authorization

A credit memo is a transaction that decreases the amount a customer owes you. You can create a credit memo using an invoice even if that invoice isn't associated with a return. A credit memo created from a return authorization has no impact on inventory, while a credit memo not associated with a return authorization will impact inventory.

Note:

Check the NetSuite Legacy Tax help center for more information on issuing a credit memo.

  1. Go to Transactions > Customers > Issue Credit Memos.
  2. Select the customer.
  3. In the Classification section, select the location.
  4. On the Items tab, enter the following information, then click Add:
    • Item

    • Quantity

    • Price

    • Tax Code

  5. Repeat step 4 for each item in the original sales order or invoice.
  6. Click Save.