A/R Credit Memos

The A/R Credit Memos list displays all accounts receivable credit memos in the system. Credit memos are used to reduce or reverse amounts owed on A/R invoices — for example, to process product returns, apply discounts after invoicing, or correct billing errors.

Accessing the Page

Navigate to Finance → Accounts Receivable → A/R Credit Memos in the sidebar, or go to /finance/ar/credit-memos.

List Columns

Column	Default Visible	Sortable	Description
Document #	Yes	Yes	System-assigned credit memo number
Date	Yes	Yes	Credit memo document date
Status	Yes	Yes	Status badge
Customer	Yes	Yes	Business partner name
Source Invoice	Yes	No	The original A/R Invoice this memo is linked to, if any
Total	Yes	Yes	Grand total credit amount (currency formatted)

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 invoices
Cancelled	Credit memo has been cancelled

Filtering

Filter	Type	Description
Search	Free text	Searches by credit memo number or customer name
Status	Select	Filter by status: Draft, Posted, Cancelled
Date From	Date	Start of the document date range
Date To	Date	End of the document date range

Sorting

Click any sortable column header to sort ascending, then descending, then remove sort. Default sort: Created date descending.

Pagination

Load More pattern with 20 records per page. Total count displayed above the table.

Actions

Page Actions

Action	Description	Permission
New from Invoice	Open an invoice search dialog to select a posted invoice and pre-fill the credit memo from its lines	canCreateARCreditMemo
New from Return	Create a credit memo from a confirmed Customer Return document	canCreateARCreditMemo
New from Return Delivery	Create a credit memo from a confirmed Return Delivery document	canCreateARCreditMemo
New Credit Memo	Open the Create A/R Credit Memo form for a standalone credit memo	canCreateARCreditMemo

Row Actions

Action	Description	Permission
View	Navigate to the A/R Credit Memo Detail page	Any
Edit	Navigate to the Edit A/R Credit Memo form	canEditARCreditMemo
Post	Transition a Draft credit memo to Posted status	canEditARCreditMemo
Cancel	Cancel the credit memo	canEditARCreditMemo
Duplicate	Create a new Draft copy of the credit memo	canCreateARCreditMemo
Delete	Delete a Draft credit memo permanently	canDeleteARCreditMemo

Deleting an A/R Credit Memo

1. Click the row actions menu and select Delete
2. A confirmation dialog warns that the action is permanent
3. Click Delete to confirm

Only Draft credit memos can be deleted.

• Stocked-item credit memos must originate from a Customer Return or Return Delivery before posting.

Common tasks

1. Open the page from the sidebar under Finance → Accounts Receivable.
2. Use filters to find credit memos by status or date.
3. Click New from Invoice to create a credit memo against a specific posted invoice.

Related Pages

• Create A/R Credit Memo — Create a new credit memo
• A/R Credit Memo Detail — View and manage a credit memo
• Edit A/R Credit Memo — Edit a Draft credit memo
• A/R Invoices — Source invoices for credit memos
• Reconciliation — Apply receipts to invoices