--- title: "Approve or Unapprove a Credit Memo" slug: "approve-or-unapprove-a-credit-memo" description: "Learn how to create, approve, and unapprove AP credit memos, including required permissions and navigation in Inventory and Accounting." status: "update" updated: 2026-10-31T00:59:43Z published: 2026-10-31T00:59:43Z canonical: "docs.restaurant365.com/approve-or-unapprove-a-credit-memo" --- > ## Documentation Index > Fetch the complete documentation index at: https://docs.restaurant365.com/llms.txt > Use this file to discover all available pages before exploring further. # Approve or Unapprove a Credit Memo 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](/docs/approve-or-unapprove-a-credit-memo#). --- ## 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 ****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**. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-FA4T4OFI.png?sv=2026-02-06&spr=https&st=2026-11-09T01%3A20%3A35Z&se=2026-11-09T02%3A20%3A35Z&sr=c&sp=r&sig=qv1JIvZLl3VMxsyY64jvP2mRbneZILf75rszniwND4g%3D) ****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**. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-07ERHN86.png?sv=2026-02-06&spr=https&st=2026-11-09T01%3A20%3A35Z&se=2026-11-09T02%3A20%3A35Z&sr=c&sp=r&sig=qv1JIvZLl3VMxsyY64jvP2mRbneZILf75rszniwND4g%3D) ****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. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-TPDTX85Y.png?sv=2026-02-06&spr=https&st=2026-11-09T01%3A20%3A35Z&se=2026-11-09T02%3A20%3A35Z&sr=c&sp=r&sig=qv1JIvZLl3VMxsyY64jvP2mRbneZILf75rszniwND4g%3D) --- ## 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** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-OCE9CJSO.png?sv=2026-02-06&spr=https&st=2026-11-09T01%3A20%3A35Z&se=2026-11-09T02%3A20%3A35Z&sr=c&sp=r&sig=qv1JIvZLl3VMxsyY64jvP2mRbneZILf75rszniwND4g%3D) **All Transactions** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-SXEQ536G.png?sv=2026-02-06&spr=https&st=2026-11-09T01%3A20%3A35Z&se=2026-11-09T02%3A20%3A35Z&sr=c&sp=r&sig=qv1JIvZLl3VMxsyY64jvP2mRbneZILf75rszniwND4g%3D) **Invoices** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-Z7YAXYPT.png?sv=2026-02-06&spr=https&st=2026-11-09T01%3A20%3A35Z&se=2026-11-09T02%3A20%3A35Z&sr=c&sp=r&sig=qv1JIvZLl3VMxsyY64jvP2mRbneZILf75rszniwND4g%3D) ****2)** Review the fields and line items, and adjust as needed.** > [!NOTE] > Fields on the credit memo become read-only once approved. > [!WARNING] > If a credit memo is marked as **Complete**, it will need to be **Unlocked** before making adjustments to the form. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-B09P58DW.png?sv=2026-02-06&spr=https&st=2026-11-09T01%3A20%3A35Z&se=2026-11-09T02%3A20%3A35Z&sr=c&sp=r&sig=qv1JIvZLl3VMxsyY64jvP2mRbneZILf75rszniwND4g%3D) ****3)** Click **Approve** or **Approve & New / Approve & Close** from the dropdown.** To approve and start a new credit memo with the keyboard, press **Ctrl + Shift + A**. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-1X55Q01Y.png?sv=2026-02-06&spr=https&st=2026-11-09T01%3A20%3A35Z&se=2026-11-09T02%3A20%3A35Z&sr=c&sp=r&sig=qv1JIvZLl3VMxsyY64jvP2mRbneZILf75rszniwND4g%3D) --- ## 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.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-VNMKRYWX.png?sv=2026-02-06&spr=https&st=2026-11-09T01%3A20%3A35Z&se=2026-11-09T02%3A20%3A35Z&sr=c&sp=r&sig=qv1JIvZLl3VMxsyY64jvP2mRbneZILf75rszniwND4g%3D) ****3)** Click **Unapprove**.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-11BIOGMO.png?sv=2026-02-06&spr=https&st=2026-11-09T01%3A20%3A35Z&se=2026-11-09T02%3A20%3A35Z&sr=c&sp=r&sig=qv1JIvZLl3VMxsyY64jvP2mRbneZILf75rszniwND4g%3D)