--- title: "Create a Credit Memo" slug: "create-a-credit-memo" description: "Learn how to create an AP Credit Memo from the top ribbon, AP Transactions, or Invoices, add line items, save, complete, and approve it." status: "update" updated: 2026-10-30T19:57:19Z published: 2026-10-30T19:57:19Z canonical: "docs.restaurant365.com/create-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. # Create a Credit Memo AP Credit Memo records are created on the AP Credit Memo record. For a description of the fields on the record, see [AP Credit Memo Form Details](/docs/create-a-credit-memo#). --- ## Security Users must have one of the following permission(s) to create an AP credit memo: **Accounting:** - Accounts Payable → AP Credit Memos → Create AP Credit Memos **Inventory:** - Food → AP Credit Memo → Create 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). --- ## Create from Top Ribbon Follow these steps to create a credit memo using the Create button in the top ribbon: *Click steps to expand for additional information and images.* ****1)** Click the **Create** button in the top ribbon.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-VDDMQ2BP.png?sv=2026-02-06&spr=https&st=2026-11-09T17%3A01%3A29Z&se=2026-11-09T18%3A01%3A29Z&sr=c&sp=r&sig=MErN6jsybAPcud9PXA2t%2FkNImTXBo8YCLuiiVy34SDA%3D) ****2)** Under **Vendor**, locate and click **Credit memo.**** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-9AW94DI3.png?sv=2026-02-06&spr=https&st=2026-11-09T17%3A01%3A29Z&se=2026-11-09T18%3A01%3A29Z&sr=c&sp=r&sig=MErN6jsybAPcud9PXA2t%2FkNImTXBo8YCLuiiVy34SDA%3D) ****3)** Complete the required fields.** See [AP Credit Memo Form Details](/doc/docs/ap-credit-memo-form-details) for field references. > [!WARNING] > Note About Available Fields > > The AP Credit Memo form fields, buttons, and labels, are determined by: > > - Inventory / Accounting access > - User permissions > - Vendor selection and setup > > Not all fields, buttons, and labels shown below will be visible to all users. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-OQHR0ZYE.png?sv=2026-02-06&spr=https&st=2026-11-09T17%3A01%3A29Z&se=2026-11-09T18%3A01%3A29Z&sr=c&sp=r&sig=MErN6jsybAPcud9PXA2t%2FkNImTXBo8YCLuiiVy34SDA%3D) ****4)** Add line items on the **Line items** tab. Click **Add line** for each line.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-56OEY6RB.png?sv=2026-02-06&spr=https&st=2026-11-09T17%3A01%3A29Z&se=2026-11-09T18%3A01%3A29Z&sr=c&sp=r&sig=MErN6jsybAPcud9PXA2t%2FkNImTXBo8YCLuiiVy34SDA%3D) ****5)** Click a **Save** option or an **Approve** option to skip straight to approval.** > Some users—those that have the **Complete AP Credit Memo** permission—will have the **Complete** button, which locks a credit memo from editing while pending approval. The complete button will appear once it has been saved. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-CJFZ2SKO.png?sv=2026-02-06&spr=https&st=2026-11-09T17%3A01%3A29Z&se=2026-11-09T18%3A01%3A29Z&sr=c&sp=r&sig=MErN6jsybAPcud9PXA2t%2FkNImTXBo8YCLuiiVy34SDA%3D) | [Keyboard Shortcut](/doc/docs/keyboard-shortcuts#accounting-keyboard-shortcuts) | | --- | | **Approve and New** | Ctrl + Shift + A | --- ## Create From AP Transaction or Invoices Follow these steps to create a credit memo from either the AP Transactions page or the Invoices page: *Click steps to expand for additional information and images.* ****1)** Navigate to either the AP Transactions page (Accounting) or the Invoices page (Inventory).** **Accounting** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-9XF60MAY.png?sv=2026-02-06&spr=https&st=2026-11-09T17%3A01%3A29Z&se=2026-11-09T18%3A01%3A29Z&sr=c&sp=r&sig=MErN6jsybAPcud9PXA2t%2FkNImTXBo8YCLuiiVy34SDA%3D) **Inventory** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-RHO6S4A4.png?sv=2026-02-06&spr=https&st=2026-11-09T17%3A01%3A29Z&se=2026-11-09T18%3A01%3A29Z&sr=c&sp=r&sig=MErN6jsybAPcud9PXA2t%2FkNImTXBo8YCLuiiVy34SDA%3D) ****2)** Click **Create**, then **AP credit memo** or **Credit memo.**** **Accounting** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-5SY0ZLUB.png?sv=2026-02-06&spr=https&st=2026-11-09T17%3A01%3A29Z&se=2026-11-09T18%3A01%3A29Z&sr=c&sp=r&sig=MErN6jsybAPcud9PXA2t%2FkNImTXBo8YCLuiiVy34SDA%3D) **Inventory** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-2ICEBD8P.png?sv=2026-02-06&spr=https&st=2026-11-09T17%3A01%3A29Z&se=2026-11-09T18%3A01%3A29Z&sr=c&sp=r&sig=MErN6jsybAPcud9PXA2t%2FkNImTXBo8YCLuiiVy34SDA%3D) ****3)** Complete the required fields.** See [AP Credit Memo Form Details](/doc/docs/ap-credit-memo-form-details) for field references. > [!WARNING] > Note About Available Fields > > The AP Credit Memo form fields, buttons, and labels, are determined by: > > - Inventory / Accounting access > - User permissions > - Vendor selection and setup > > Not all fields, buttons, and labels shown below will be visible to all users. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-I0J9P1D2.png?sv=2026-02-06&spr=https&st=2026-11-09T17%3A01%3A29Z&se=2026-11-09T18%3A01%3A29Z&sr=c&sp=r&sig=MErN6jsybAPcud9PXA2t%2FkNImTXBo8YCLuiiVy34SDA%3D) ****4)** Add line items on the **Line items** tab. Click **Add line** for each line.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-56OEY6RB.png?sv=2026-02-06&spr=https&st=2026-11-09T17%3A01%3A29Z&se=2026-11-09T18%3A01%3A29Z&sr=c&sp=r&sig=MErN6jsybAPcud9PXA2t%2FkNImTXBo8YCLuiiVy34SDA%3D) ****5)** Click a **Save** option or an **Approve** option to skip straight to approval.** > Users with the **Complete AP Credit Memo** permission also see the **Complete** button, which locks a credit memo from editing while pending approval. The complete button appears once the credit memo has been saved. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-MEKAVNO8.png?sv=2026-02-06&spr=https&st=2026-11-09T17%3A01%3A29Z&se=2026-11-09T18%3A01%3A29Z&sr=c&sp=r&sig=MErN6jsybAPcud9PXA2t%2FkNImTXBo8YCLuiiVy34SDA%3D) | [Keyboard Shortcut](/doc/docs/keyboard-shortcuts#accounting-keyboard-shortcuts) | | --- | | **Approve and New** | Ctrl + Shift + A |