Menu Path: Customer > Credit Memo > Listing
- Select 'Branch';
- Click 'Filter by GL Dimension' if intended;
- Input the Customer Account PKID (if known). If the PKID is not known, click 'Search'. If the user wants to view all the credit memos from all branches, there is no need to input PKID but just click 'Submit';
- Input a date range;
- Select an open balance of debit, credit, zero or 'ALL' (if the user wants to view all credit memos).
- Choose a 'State' of 'Normal', 'Reversed' or 'ALL';
- Filter by CM Type;
- Or by Reference No;
- Click 'Submit' for the generation.
- Click on the credit memo number on the left (eg. CM2924) to view the credit memo document.
- Click on 'Contra' for Customer Credit Memo Contra function.
- *** Batch print is available here. The Print Format can be set as well.
- Select the right form and click 'Set'
- Tag for the 'Add to Batch Print'
- Perform the 'Batch Print'.