Voiding a Credit Memo

Please note that voiding a (Invoice) Credit Memo will permanently delete it from the system. The only trace of it that will remain will be left in the audit trail.

To Void a Credit Memo:

  1. Navigate to Sales → Credits & Deposits → Credit Memo Centre.
  2. Look up the Credit Memo you wish to void. Use ‘Advanced Search’ if need be.
  3. Right-click on the invoice and click on ‘Edit in a new window’.
  4. Scroll to Credit Memo details and delete all the line items by clicking on them under the Qty column.

  5. This will bring up a new window where you will have to ‘Put-away’ the Qty for each line back into its location. Repeat this for all inventory lines to delete them.
  6. For any Non-Inventory lines simply right-click and delete.
  7. Once all the line items are deleted, click on ‘Options’ on the top right corner of the page.
  8. From the Options menu, click on void and press OK at the prompt.

Watch the video below for a walkthrough of the above steps:

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