Create a credit memo from a return authorization
Learn how to authorize a return and create a credit memo.
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.
- On the original sales order or invoice for the items to be returned, click Authorize Return, then click Save.
This creates a return materials authorization, or RMA, for the transaction.
- Go to .
- Select the RMA you just created, then click Submit.
A credit memo opens. Most of the fields will be autopopulated with information from the original sales order or invoice.
- Select the location from the dropdown, then click Save.
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