---
title: "Edit a Credit Memo"
slug: "edit-a-credit-memo"
description: "Learn how to edit AP credit memos, manage items and attachments, and unlock or unapprove locked or approved memos before saving changes."
status: "update"
updated: 2026-10-31T01:00:34Z
published: 2026-10-31T01:00:34Z
canonical: "docs.restaurant365.com/edit-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.

# Edit a Credit Memo

Existing AP credit memos are edited on the AP Credit Memo Form. For a description of the fields on the record, see [AP Credit Memo Form Details](/docs/edit-a-credit-memo#).

> [!NOTE]
> A credit memo that is approved must be unapproved before it can be edited, unless the user has the Unapprove AP secondary role. See [Edit an Approved Transaction](/docs/edit-a-credit-memo#).

---

## Security

Users must have one of the following permission(s) to edit an AP credit memo:

**Accounting:**

- Accounts Payable → AP Credit Memos → Edit AP Credit Memos

**Inventory:**

- Food → AP Credit Memo → Edit AP Credit Memos

These permissions can be added to [custom user roles](https://restaurant365.us.document360.io/doc/docs/custom-user-roles) or [individual users](https://restaurant365.us.document360.io/doc/docs/users-overview-and-security). The [Permission Access report](https://restaurant365.us.document360.io/doc/docs/generating-a-permissions-access-report) can be used to determine which user roles or users already have these permissions assigned. For more information, see [User Setup and Security](/doc/docs/user-setup-security-and-location-access).

---

## 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=2026-11-09T17%3A09%3A35Z&se=2026-11-09T18%3A09%3A35Z&sr=c&sp=r&sig=lvjb1DYE2Svj11gEKFL5dZPopXojXIlvGEFjbTMQ50o%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=2026-11-09T17%3A09%3A35Z&se=2026-11-09T18%3A09%3A35Z&sr=c&sp=r&sig=lvjb1DYE2Svj11gEKFL5dZPopXojXIlvGEFjbTMQ50o%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=2026-11-09T17%3A09%3A35Z&se=2026-11-09T18%3A09%3A35Z&sr=c&sp=r&sig=lvjb1DYE2Svj11gEKFL5dZPopXojXIlvGEFjbTMQ50o%3D)

---

## Edit a Credit Memo

Follow these steps to edit 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=2026-11-09T17%3A09%3A35Z&se=2026-11-09T18%3A09%3A35Z&sr=c&sp=r&sig=lvjb1DYE2Svj11gEKFL5dZPopXojXIlvGEFjbTMQ50o%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=2026-11-09T17%3A09%3A35Z&se=2026-11-09T18%3A09%3A35Z&sr=c&sp=r&sig=lvjb1DYE2Svj11gEKFL5dZPopXojXIlvGEFjbTMQ50o%3D)

**Invoices**

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-Z7YAXYPT.png?sv=2026-02-06&spr=https&st=2026-11-09T17%3A09%3A35Z&se=2026-11-09T18%3A09%3A35Z&sr=c&sp=r&sig=lvjb1DYE2Svj11gEKFL5dZPopXojXIlvGEFjbTMQ50o%3D)

****2)** Update the credit memo as needed. Adjust fields, or add / remove items, accounts, or attachments.**

> [!WARNING]
> Important Note About Editing a Locked Credit Memo
> 
> If the credit memo is **completed** and **unapproved**, click **Unlock** before editing line items. If the credit memo is approved, unapprove it first. See [Approve and Unapprove a Credit Memo](/doc/docs/approve-or-unapprove-a-credit-memo).

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-83NZYJ1V.png?sv=2026-02-06&spr=https&st=2026-11-09T17%3A09%3A35Z&se=2026-11-09T18%3A09%3A35Z&sr=c&sp=r&sig=lvjb1DYE2Svj11gEKFL5dZPopXojXIlvGEFjbTMQ50o%3D)

****3)** Click **Complete**, a **Save option,** or **an Approve option** to save the changes.**

Complete will save and lock the the form. Save will save the form in its current state. Approve will save and mark the credit memo as approved.

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-LZAOBWNQ.png?sv=2026-02-06&spr=https&st=2026-11-09T17%3A09%3A35Z&se=2026-11-09T18%3A09%3A35Z&sr=c&sp=r&sig=lvjb1DYE2Svj11gEKFL5dZPopXojXIlvGEFjbTMQ50o%3D)

| [Keyboard Shortcut](/doc/docs/keyboard-shortcuts#accounting-keyboard-shortcuts) |
| --- |
| **Approve and New** | Ctrl + Shift + A |