Approve or Unapprove a Credit Memo

  • Updated on Sep 9, 2026
  • 1 minute(s) read
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AP credit memos must be approved to be finalized. They can also be unapproved, if needed.

For a description of the fields on the record, see AP Credit Memo Form Details.

Security

Users must have the following permission(s) to complete, approve and/or unapprove an AP credit memo:

Accounting:

  • Accounts Payable → AP Credit Memo →

    • Approve AP Credit Memos

    • Unapprove AP Invoices

Inventory:

  • Food → AP Credit Memos →

    • Approve AP Credit Memos

    • Unapprove AP Credit Memos

    • Complete AP Credit Memos

    • Unlock AP Credit Memos

Navigation Steps - Inventory

  1. Open the Inventory app.

  2. Select Invoices.

  3. To open a new invoice, click Create and select Credit Memo.
    OR
    To open an existing Invoice, click an AP credit memo from the grid.  

Navigation Steps - Accounting AP Transactions

  1. Open the Accounting app.

  2. Expand Accounts payable.

  3. Select AP Transactions (New).

  4. To open a new invoice, click Create and select AP credit memo.
    OR
    To open an existing invoice, click an AP credit memo from the grid.

Navigation Steps - Accounting All Transactions

  1. Open the Accounting app.

  2. Expand Transactions.

  3. Select All Transactions.

  4. To open an existing invoice, click an AP Credit Memo from the grid.

    AP Credit Memos cannot be created directly from this page. However, they can be created using the Create button at the top of the screen.

Approve a Credit Memo

Follow these steps to approve a credit memo:

Click steps to expand for additional information and images.

1) From either the AP Transactions page (Accounting), All Transactions page (Accounting), or Invoices page (Inventory), click an existing AP credit memo.

AP Transactions

All Transactions

Invoices

2) Review the fields and line items, and adjust as needed.

Fields on the credit memo become read-only once approved.

If a credit memo is marked as Complete, it will need to be Unlocked before making adjustments to the form.

3) Click Approve or Approve & Close / Approve & New from the dropdown.

Unapprove a Credit Memo

Follow these steps to unapprove a credit memo:

Click steps to expand for additional information and images.

1) Open the approved credit memo.

3) Click Unapprove.