AR Credit Memos Functional User Manual Explained: Setup, Logic, and Examples

AR Credit Memos Functional User Manual

AR Credit Memos

AR Credit Memo Listing

Import

Step 1: Click the Action button 

Step 2: Select Import    

Step 3: Click Browse File and select the file you wish to upload 

Step 4: Click Upload to begin the import

Click on Valid Rows system will display uploaded file data valid

Click Invalid Rows system will display invalid data with remarks why invalid

Uploaded file valid rows data display as AR Credit Memos in listing page

Click on credit memo system will open details page check all details as per uploaded file

AR Credit Memos Details

Click anywhere on an credit memo row in the listing table to open the AR Credit Memos Details page

Click on Source Invoice ID to view details