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Credit Memo


  • Freshman II
  • 7 replies

I incorrectly input the amount of a credit memo and hit release. Is there a way to correct or delete? It has not been applied to an invoice and in open status.  Thanks.

Best answer by Naveen Boga

Hi @Jana  You cannot delete it, to reverse the transaction I think you need to create a DEBIT MEMO

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4 replies

Naveen Boga
Captain II
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  • Captain II
  • 3377 replies
  • Answer
  • August 25, 2021

Hi @Jana  You cannot delete it, to reverse the transaction I think you need to create a DEBIT MEMO


  • Author
  • Freshman II
  • 7 replies
  • August 25, 2021

Thanks Naveen, that’s what I thought, just double checking.


Olga Anisimovich
Acumatica Moderator
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Jana,

open the credit memo on the Invoices and Memos (AR301000) form and use the Reverse and Apply to Memo action. The system will create a debit memo and apply it to the credit memo. As soon as you release the debit memo, the both documents will be closed.

If you have a credit memo paid by lines (the Pay by Line check box selected), you need to use the Reverse action first to create a reversing debit memo. Then open the credit memo on the Payments and Applications (AR302000) form and apply it to the debit memo to close the both documents.


  • Author
  • Freshman II
  • 7 replies
  • August 26, 2021

Olga, thank you!


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