Submitting a Credit Memo

Credit Memo is a document from the vendor (or your accounts payable team) to the customer that reduces the amount owed from a previous invoice and explains why the amount is reduced. This can also be called a credit note.

This article will show you, an Accounts Payable Employee, how to submit a credit memo.

1. Click the Create button on the Certify AP Dashboard, then select New Credit Memo from the drop-down list. 


2. This is the Create Credit Memo page. You can search for the corresponding vendor by searching by Vendor Name or the PO (Purchase Order) Number.


3. After selecting your Vendor, enter the Credit Memo Date, and the Credit Memo Number.


4. Click Create.


5. First, edit the Header information. If any information already entered is incorrect, click Edit to change it.


6. Attach any important documents and enter optional comments here.


7. Add Products to the credit memo by searching for them here.


8. Click Add to add the product to the credit memo.


9. The Edit Line Item screen will appear. You can change the QuantityPriceDepartmentGL, and Project. When complete, click Save.


10. You have three options to continue:


  • Delete: Permanently deletes the credit memo.
  • Close: Saves the credit memo and returns you back to the Certify AP dashboard.
  • Route: Routes the credit memo forward.

Click Route.

11. You'll receive confirmation that your credit memo has been successfully routed.


Please Note: The credit memo has been routed based on the invoice approval chain. You will be notified via email when the credit memo has been approved.




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