Querying Credit Memos and On-Account Credit Memos

You can review your credit memos and on-account credit memos in the Transactions or the Transactions Summary window.

Note: Use the Applications button to apply on-account credit memos, or to unapply and reapply credit memos that have already been applied to transactions. See: Applying On-Account Credit Memos.

Note: If you use the Transactions Summary window to query a credit memo that has been applied to an invoice, the Applications button is not available. The Applications button in the Transactions Summary window is only used to apply on-account credit memos. See: Applying On-Account Credit Memos.

Prerequisites

To query a credit memo:

  1. Navigate to the Transactions or the Transactions Summary window.

  2. Query the credit memo or on-account credit to view.

  3. If you are in the Transaction Summary window, select the transaction to view, then choose Open.

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