AR Invoice Correction: Related Reports and Inquiries

This topic describes the reports, inquiries, and forms you may review to gather information about credit and debit memos.

Note:

If you do not see a report or inquiry, this could mean that you have signed in to the system with a user account that does not have access rights to the form. Sign in as the admin user, or contact your system administrator.

Reviewing a Customer's Information

You can review the balances of a specific customer on the Customer Details (AR402000) form. When you open this inquiry from the Invoices and Memos (AR301000) form by clicking Customer Details (under Inquiries) on the More menu, the Customer Details form is opened, showing the outstanding balances of the selected customer and a list of open documents of this customer. You can select the Show All Documents and Include Unreleased Documents check boxes in the Selection area of the form to include all documents and unreleased documents in the inquiry.

The released credit memos decrease the customer's balance, and debit memos increase it.

Preparing a Printable Credit Memo or Debit Memo

You can use the Print Invoices and Memos (AR508000) form to prepare the printable form of a credit memo or debit memo, review it, and print it. To quickly run this report when processing a particular credit or debit memo on the Invoices and Memos (AR301000) form, on the More menu (under Printing and Emailing), click Print.