Edit a Credit Memo

  • Updated on Sep 9, 2026
  • 1 minute(s) read
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AP Credit Memo records are edited on the AP Credit Memo record. For a description of the fields on the record, see AP Credit Memo Form Details.

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.

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 or individual users. The Permission 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.

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.

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

All Transactions

Invoices

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

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.

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.