Credit Memo Lines Subtab

This section describes the fields and actions on the Credit Memo Lines subtab in the Manual Credit Memos workspace.

Subtab Fields

Field Description
Item No. Select an item number from the dropdown list.
Description This field displays either the item's description that is added automatically when you select an item number.
Credited Enter the number of credited items.
Unit Price Enter the price per unit.
Discount % Enter the discount percentage that the customer is entitled to for the current invoice line. If you enter a discount percentage, Maconomy auto-populates the Discount field.
Discount Enter the total discount the customer is entitled to for the current invoice line, if applicable. If you enter the total discount, Maconomy auto-populates the Discount % field.
Discount Description Enter any remarks about the discount.
Extended Price This field is equivalent to the product of the item quantity multiplied by the unit price and dividing the sum by the pricing unit. Any discount is then deducted to get the extended price.
Task Select a task from the dropdown list if the credit order is linked to a job.

Subtab Actions

Button Description
+ Add Credit Memo Line Click this action to add a credit memo line.

Click this icon to export the rows from the current table to a spreadsheet.

Maconomy exports the table, and immediately downloads the resulting spreadsheet to your local drive.

Click this icon to display the filter row on the current table. You can then enter criteria in any of the filter row fields to display only select table rows.

Click this icon to maximize the table view.

Click this icon to restore the default display size of the table.

Click this icon to open the Customize Columns window.

The Row Tools icon allows you to add lines/information to the lines of a record.

For credit memo lines, choose from the following actions:
  • Insert Credit Memo Line - Click this action to insert a credit memo line to the current credit memo.
  • Delete Credit Memo Line - Click this action to remove the credit memo line from the current credit memo.
  • Revert - This action appears when you are adding a new credit memo line and allows you to undo your changes.