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Post a Credit Memo

last_update_date: "August, 2026"

When completed, you should post your Credit Memo.

Posting a Credit Memo will cause the following actions to occur​

  1. Any inventory marked with a “Yes” in the Return to Inventory column will be returned to the Location and Ready date determined in system setup logo System Setup > Company Preferences > Sales in the “Credit Memo” section.
  2. Credit Memo will be available to sync on the QuickBooks Update page where you will need to add this Credit Memo to the queue before it syncs to QuickBooks.

How to post a Credit Memo​

  1. Navigate to your Credit Memo.
  2. Click post order icon Post Credit Memo in the taskbar, then confirm your choice.