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