Credit Memos with Sales Taxes: Related Reports and Inquiries

This topic describes reports, inquiries, and forms you may review to gather information about credit 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 a form. Sign in as the admin user, or contact your system administrator.

Reviewing the Customer Information

You can review the balances of a specific customer on the Customer Profiles (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 Profiles form, which is opened, shows the outstanding balances of the selected customer and a list of documents of this customer, which have the Open status. 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 to the inquiry.

Preparing a Printable Credit Memo Form

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