Process Sales Credit Memos

To process a Sales Credit Memo in GoldFinch, follow these steps. If the credit involves returned items, generate the Sales Credit Memo through the Sales Return process. For service-related credits, skip the Sales Return process and directly create a Sales Credit Memo.

How to Create a Sales Credit Memo

Access Sales Invoices:

• Open the App Launcher and search for Sales Invoices.

Create a New Sales Credit Memo:

• Click New to start a new Sales Credit Memo.

• Enter the customer details.

• Check the Credit Memo checkbox to indicate that this is a credit transaction.

Enter Line Information:

• The Quantity will default to -1, indicating a credit amount.

• The Line Amount will be calculated as a negative value, reflecting the credit.

• Click Save to store the changes.

Adjust Payment Discount (Optional):

• If you do not wish to apply a payment discount to the Credit Memo, set the Payment Discount % field to zero manually or through a workflow.

Posting the Sales Credit Memo

Post the Credit Memo:

Printing the Sales Credit Memo

To print the Sales Credit Memo, go to the posted invoice and select Print Invoice.

Article Process-Sales-Credit-Memos  ·  Last updated September 29, 2025 · GoldFinch ERP Help Center