The Credit Memo form allows the user to create a New Credit Memo for a selected customer. This is useful for pre-paid credit amounts, or over-payments of charges.

Front-End returns (RF) made by the customer and 0MI tender are also reflected as In Store Charge credit memos. (When processing a refund on the front end, 0MI must be used. Make sure ‘Tender Amount Required’ and ‘Negative Amount Required’ are both flagged in Tender Maintenance for the MI tender.)


Use this form to apply the credit to invoices.

  1. From the Customers Menu, click on Instore Charge Maintenance.
  2. Click on Credit Memo in the toolbar.
  3. Select a customer by entering the Card No.Card_Number_2, if known, or press the find key to the right of the field to search for a customer by name or card number.
  4. The customer’s Name, Balance, and Trans IDNameBalanceTransaction_ID are displayed in the Credit form.
  5. Enter the ProcDateProcessing_Date.
  6. Enter the AmountAmount_of_Credit of the Credit.
  7. Enter a Ref No.Ref_No., if desired.  This field is optional when entering Credits.
  8. Enter a short MemoPayment_Memo.  This field is optional.
  9. Press ApplyApply_Reset. The credit is added to the customer’s account. The results display in the grid at the bottom of the form.
  10. Press SaveSave_1.
  11. To add another credit, press AddAdd_. Repeat steps 5 through 10.
  12. When all credits have been applied, press Close to return to the Instore Charge Maintenance form.