Edit A/R Credit Memo

Update an existing A/R Credit Memo that is in Draft status. The edit form uses the same structure as the create form. Once a credit memo is posted, it can no longer be edited.

Accessing the Page

From the A/R Credit Memo Detail page, click Edit, or navigate directly to /finance/ar/credit-memos/:id/edit.

The Edit button is only visible when the credit memo is in Draft status.

Form Overview

The edit form uses the same structure as Create A/R Credit Memo. The following changes apply in edit mode:

• The document number is displayed read-only in the header
• The current status badge is shown
• Existing line items are pre-loaded and can be modified
• Deleted lines are tracked and removed on save
• Version tracking prevents conflicting concurrent edits

Read-Only Fields in Edit Mode

Field	Note
Document Number	Assigned at creation; cannot be changed
Source Invoice	Cannot be changed after creation
Customer	Cannot be changed when linked to a source invoice
Currency	Cannot be changed when linked to a source invoice

Validation Rules

The edit form applies the same validation rules as the create form, including the quantity-against-source-invoice check. See Create A/R Credit Memo — Validation Rules for the full list.

Post-save behavior

After a successful update you are redirected to the A/R Credit Memo Detail page. A success notification confirms the save.

Common tasks

1. Open the credit memo detail page and click Edit.
2. Adjust line quantities or header fields as needed.
3. Click Update Credit Memo — the system saves the changes and returns to the detail page.

Permissions & system behavior

• Editing credit memos requires the canEditARCreditMemo permission.
• Only Draft credit memos can be edited.

Related Pages

• A/R Credit Memo Detail — View and manage the credit memo
• A/R Credit Memos — List all credit memos
• Create A/R Credit Memo — Create a new credit memo