![ar credit memo ar credit memo](https://support.ceojuice.com/hc/en-us/article_attachments/115013094907/86d5d10f90416bbad5c31e45ccfbbf9d846e2f5687455cb4e23d43740bf73533.png)
Note: If an item needs to be deleted after adding it into the grid, click the trash can icon at the end of the line item's rowġ6) Tax Account - If there is a tax amount on the transaction, a GL entry will be added to the 'Distribution' tab upon saving for that amount, and the GL Account will be this tax account.This is auto-populated but can be editedġ3) Total - The calculation of 'Quantity' multiplied by 'Each Amount'ġ4) Tax checkbox - Check this box if that row is taxable and that amount will be added to the Taxable Total for this transactionġ5) Add / Clear Button - Click 'Add' to include the line information into the grid below or click 'Clear' to clear out the information entered into the row This field, however can be editedġ1) Quantity - The Quantity of the item being creditedġ2) Each Amount - The Price on the 'Sales' tab of the Item record. This field, however, can be editedġ0) Unit of Measure - The Sales U of M on the Item record. This is read-onlyĩ) Description - The default description of the item from the Item record. Click here to learn how to inactivate a LocationĨ) Number - The Item Number from the item record selected. Note: Locations will be grayed out if they are inactivated.
![ar credit memo ar credit memo](https://files.jotform.com/jotformapps/credit-note-request-form-a71fb1feec60a909dcd8182b796c92c8-classic.png)
This will be set to the User's default Location but can be manually changed
![ar credit memo ar credit memo](https://images.wondershare.com/pdfelement/forms-templates/medium/credit-memo-template.png)
This will be auto-populated with the address noted on the Customer record, but it can be changed manually by clicking the 'Change Address' button next to this fieldĦ) Location - The Location processing the Credit Memo. This is auto-populated with the date this form was openedĥ) Address - The address of the Customer. This number will be auto-generated and can be modified on the Autonumbering pageĢ) Customer - The name of the Customer receiving the Credit Memoģ) Comment - An optional field to include notes about the Credit MemoĤ) Date - The date this Credit Memo was created. Learn more about User Setup and Security here.ġ) Number - The number associated with the Credit Memo. The Permission Access report can be used to determine which User Roles or Users already have these Permissions assigned. Learn more about managing Permissions and Custom User Roles here.ĪR Credit Memo Permissions are found in the Permission Tree as follows: These Permissions can be added to Custom User Roles or single Users. The Permissions listed here are associated with AR Credit Memos. The AR Credit Memo form will load in a new tab. To create an AR Credit Memo, hover over the 'Customer' menu and select 'Credit Memo'. They are generally used to apply to AR Invoices (cancel out the invoice) by issuing a Credit to a Customer. The AR Credit Memo is part of Accounts Receivable within the Accounting module of Restaurant365.