Credit memo reason

On a sales credit memo you can select the reason why you create the credit memo. You can create as many credit memo reasons as you need.

Create a credit memo reason

  1. To define a new credit memo reason, select Create.
  2. Enter an ID, a name, and a description for the credit memo reason.
  3. Leave the Active switch on to make the record active.
  4. Save.

Edit or delete a credit memo reason

You can edit any of the fields at any time.

You cannot delete a credit memo reason that is used on a sales credit memo.