Find Credit Memos Screen
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Jump to navigationJump to searchYou may search credit memos using the following criteria:
- Invoice ID - This is the internal ID of the credit memo.
- From Party - This is the party who issued the credit memo. Enter the internal ID of the party manually, or search for it using the lookup widget.
- Status - Select the current status of the credit memo (for example, "Sent" or "Paid") from the drop down menu.
- Invoice Date - This is the date the credit memo was created. Enter the "From" and "Thru" date manually or search for it using the calendar widget. This will specify the time frame for the search.
- Due Date - This is the specified date by which the credit memo must be paid. Enter the "From" and "Thru" date manually or search for it using the calendar widget. This will specify the time frame for the search.
- Paid Date - This is the actual date the payment was received. Enter the "From" and "Thru" date manually or search for it using the calendar widget. This will specify the time frame for the search.
- Ref Num - This is the reference number of the credit memo payment.
Click the [Find] button to bring up all credit memos that match the criteria you entered. Clicking on a credit memo from the search results will take you to the View Invoice Screen.