Note: If the Delete option is not present, verify the user has security rights to delete credit memos in Administration, Security.
 

  • To delete an unapplied credit memo:
    1. Open the credit memo
    2. Select File, Delete from the menu bar


     
  • To delete a fully or partially applied credit memo:
     
    1. If the zero dollar check has already been printed, void the check in Bank Accounts
    2. Purge the check number (required only if you need to reuse that check number)
    3. Unapply the credit memo:
      1. Open the credit memo
      2. On the Credit Memo tab, highlight applied invoices and click Unapply
      3. Do this for each invoice on the list that the credit memo has been applied towards
    4. Once the credit memo is completely unapplied, with the credit memo still open, select File, Delete from the menu bar


    Note: If the deleted credit memo has been posted, reversing entries will post to zero out the credit memo in General Ledger

     

To keep a record of the credit memo, or to only write off the balance of a partially applied credit memo, refer to
How to reduce the remaining balance of a partially applied credit memo to zero (BB199580)