To enter a credit/debit memo:

1. In the Invoice Workbench enter either the Credit Memo or Debit Memo Invoice Type. Enter a negative invoice amount and all basic invoice information. See: Entering Basic Invoices.

   Enter Immediate Payment Terms, if appropriate.

2. Enter distributions. You can enter them manually (see: Entering Invoice Distributions) or enter them automatically in one of the following ways:

   • Enter a skeleton Distribution Set. See: Distribution Sets

   • Match to the original invoice you entered. See: Matching Credit/Debit Memos to Purchase Orders and Invoices.

   • Match to a purchase order or receipt. See: Matching Credit/Debit Memos to Purchase Orders and Invoices.