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Create a Customer Credit Memo

Modified: 21 May 2026 ProContractor Accounting Accounts Receivable Help

Create a customer credit memo to issue credit to a customer.

To create a credit memo, enter a customer invoice with a negative amount on the Enter Customer Invoice screen.
  1. Enter the details of the customer credit memo on a customer invoice with a negative amount and assign the invoice to a posting group.
  2. Review the customer invoices in the posting group on the Customer Invoice Posting Journal screen.
  3. Modify the details of the customer invoice and assign it to a different posting group, if needed.
  4. Print the customer credit memo.
  5. Post the customer invoices in the posting group.
Note: Once you post a customer invoice, you can no longer modify the credit memo. If you need to make any changes after posting, use the Adjust Customer Invoice screen.
After you create a customer credit memo, you may want to:
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