If it is inventory based, do a Sales Return for the goods, and the credit memo is created automatically.
When creating a new invoice using the “Add a Memo Invoice” link from the invoice menu, there are two options, customer and shipment
- Customer will allow you to create a Credit/debit memo but will only pull the customer sold to address, no other information
- Shipment – if you enter the release/sales order number related to the credit memo, the customer ship to and product description come into the invoice. This gives the memo a little more information and looks more complete
- The Shipment scan sometimes will not have the Sales Order you need. Ignore this, you can type it into the fields and proceed. No need to use the scan
Other than that, you use Invoice Maintenance like you normally would