Credit Memos Workspace

Use this workspace to create and print out credit memos for your customers.

The Credit Memos tab displays general and account information. After you enter customer and credit memo information in the tab, you can assign items and text lines in the Credit Memo Lines sub-tab.

When you create a credit memo, you first enter the number of the customer that the crediting involves. Maconomy checks that the customer exists in the Accounts Receivable module.

When you enter the customer number, Maconomy retrieves information from the Customer Information Card. Maconomy then inserts this information into the corresponding fields in the credit memo. You can change most of this information.

When you create a credit memo, Maconomy uses information from other Maconomy workspaces-such as price lists and quantity discounts-that you maintain in the Inventory module. When pricing items, Maconomy uses the delivery date on the order line as a reference to the issue of the price list that is valid at the time of delivery.