Required: Clear a draft debit memo
Learn how to clear a draft debit memo.
You must post or cancel each draft debit memo before closing the accounting period.
Debit memos are only available if you enable the Invoice Settlement feature.
- In the Action Needed tab, click the Transaction Number of the debit memo to view the debit memo details.
- In the Debit memo detail page, click post to post the debit memo and clear the issue. Alternatively, you can click cancel to cancel the debit memo.
- Rerun the trial balance to confirm that the issue is fixed.