Note: If the invoice is already paid and another check needs to be reprinted, void and purge the check first, then adjust the credit memo.

  1. Void the check
  2. If the payment is Posted then post the reversals to the General Ledger, if it is Not yet posted then proceed to the next step
  3. Purg the voided check
     

Adjusting the Credit Memo:

  1. Open the credit memo in question and unapply the credit memo from the invoice
  2. Edit the amount if needed
  3. Select the General Ledger Distribution tab of the credit memo and modify the distribution
  4. Re-apply the credit memo to the invoice
If the Credit Memo is Posted:
  1. Once the payment is voided and purged, open the credit memo in question and unapply the credit memo from the invoice
  2. Delete the credit memo
  3. Post the reversal transactions to General Ledger
  4. Create a new credit memo and enter the correct GL Distributions
  5. Re-apply the credit memo to the invoice