Create a Credit Memo

Refund a customer or adjust the payment for orders using a credit memo.

To create an invoice:

1. Under the Sales Orders menu section, go to Manual Credit Memos.
2. Click + New Credit Memo.
   The New Credit Memo wizard displays.
3. Select a customer name or number. This field is required.
4. Select a company name or number.
5. Click Create.
   Maconomy automatically navigates to the credit memo you just created, and saves your changes.
6. To add a credit memo line, click + Add Credit Memo Line.
7. Fill out the fields as needed.
8. Click Save or press ENTER.