Required: Clear a draft debit memo
Learn how to clear a draft debit memo
Each draft debit memo must be posted or cancelled before closing the accounting period.
Note that 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.
- Re-run the trial balance to confirm that the issue is fixed.