Required: Clear a draft credit memo
Learn how to clear a draft credit memo.
You must post or cancel each draft credit memo before closing the accounting period.
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.
- Rerun the trial balance to confirm that the issue is fixed.