System allows users to generate Customer Credit Memo using a Customer Payment. A customer payment with an excess total payment than applied amount automatically generates a customer credit memo transaction.
Go to FINANCE (Menu) > Customer Payment (Sub-menu)
Search for Customer Payment in Draft status or create new one.
Select from the search results a Customer Payment in Draft status.
Once the record is loaded, update the Total Payment Amount. Make sure to provide higher amount than the Applied Amount value and Unapplied Amount is not equal to zero to create an overpayment.
Click on Post button on the upper left side of the page and provide a status update reason.
Transaction is successfully posted
Click on Related Records tab.
Click on the Customer Credit Memo link or right click to open in new tab.
New Customer Credit Memo in posted status is created and the Is Overpayment checkbox is checked.
