A/P Credit Memos

The A/P Credit Memos list shows all accounts payable credit memo documents. An A/P Credit Memo is a vendor credit that reduces the amount you owe — typically issued when goods are returned to a vendor, when a vendor adjusts a previously invoiced amount, or to correct billing errors. Credit memos can be linked directly to an A/P Invoice or sourced from a Vendor Return / Goods Return in commerce.

Accessing the Page

Navigate to Finance → Accounts Payable → A/P Credit Memos in the sidebar, or go to /finance/ap/credit-memos.

List Columns

Column	Default Visible	Sortable	Description
Doc #	Yes	Yes	System-assigned credit memo number
Date	Yes	Yes	Document date
Status	Yes	Yes	Status badge
Vendor	Yes	Yes	Business partner name
Source Invoice	Yes	No	Linked A/P Invoice, if any
Total	Yes	Yes	Grand total credit amount

Status Values

Status	Description
Draft	Credit memo is being prepared; not yet posted
Posted	Credit memo is posted and applied (or available to apply) against A/P Invoices
Cancelled	Credit memo has been cancelled

Filtering

Filter	Type	Description
Search	Free text	Searches by credit memo number or vendor name
Status	Select	Filter by status
Date From / To	Date	Document-date range

Sorting & Pagination

Default sort: Created date descending. Load More pattern with 20 records per load.

Actions

Page Actions

Action	Description	Permission
New from Invoice	Open an invoice picker to select a posted A/P Invoice and pre-fill the credit memo from its lines	canCreateAPCreditMemo
New from Vendor Return	Create a credit memo from a confirmed Vendor Return	canCreateAPCreditMemo
New from Goods Return	Create a credit memo from a confirmed Goods Return	canCreateAPCreditMemo
New Credit Memo	Open the standalone create form	canCreateAPCreditMemo

Row Actions

Action	Description	Permission
View	Open the A/P Credit Memo detail page	Any
Edit	Edit a Draft credit memo	canEditAPCreditMemo
Post	Transition Draft → Posted	canEditAPCreditMemo
Cancel	Cancel the credit memo	canEditAPCreditMemo
Duplicate	Create a new Draft copy	canCreateAPCreditMemo
Delete	Permanently delete — Draft only	canDeleteAPCreditMemo

Detail Page

• Header — Document Number, Date, Reference, Remarks.
• Parties — Vendor, Contact, Billing Address, Shipping Address.
• Commercial — Currency, Price List.
• Lines — Item, Description, Quantity, Unit Price, Discount, Tax Category, Tax Amount, Line Total.
• Totals — Subtotal, Tax, Grand Total.
• Source Document — When created from a Vendor Return or Goods Return, the source type / number / link are displayed.
• Linked Invoice — When linked to a specific A/P Invoice, the invoice number, link, and Applied to Invoice Amount are shown.
• Stocked-item credit memos must originate from a Vendor Return or Goods Return before posting.

Notes

• An A/P Credit Memo can either reduce the balance on a linked A/P Invoice or stand alone as an open credit available to apply against future invoices via vendor payment applications.
• A/P Credit Memos created from a Vendor Return or Goods Return show a source-document badge on the detail page linking back to the commerce document.
• Only Draft credit memos can be deleted. Posted credit memos must be cancelled.
• A vendor payment application can apply payment funds against an open A/P Credit Memo (target type AP_CREDIT_MEMO) — this resolves the credit against a payable balance.

Common tasks

1. Open the page from the sidebar under Finance → Accounts Payable.
2. Click New from Invoice to issue a credit against a specific posted A/P Invoice, or New from Vendor Return to source from a commerce return.
3. Post the credit memo to make it available for application.

Related Pages

• A/P Invoices — Source invoices for credit memos
• A/P Reserve Invoices — Provisional vendor invoices
• Payments to Vendors — Apply vendor payments to invoices and credit memos
• Vendor Returns — Commerce source for credit memos
• Goods Returns — Commerce source for credit memos