To Delete a Credit Memo that has not been applied to an invoice, follow these steps.
Double-click on the Credit Memo.
The Credit Memo form will open up. Select the Red “Delete” icon.
A Pop-up Message will appear – “Are you sure that you want to DELETE this credit?”. Select “Yes”.
The Sedona Event Log box will appear. Depending on your company procedures you may or may not need to enter information. Click Save.
To remove an unwanted Credit Memo that cannot be deleted from a Customer Account due to a closed Accounting Period or it has previously been applied to an invoice you will need to follow these steps.
Customer Account
Highlight the Credit Memo and Right-Click on it. Select Apply.
When the Credit Form opens click on the “Other” Tab.
Select the “Miscellaneous” box.
Select the GL Account to write the Credit off to. Some companies have a specific Write-Off Account or select the Revenue Account the Credit Memo came from.
Select the “Category Code” from the dropdown menu and verify the Amount.
Verify the “Apply Date” is correct.
Enter a memo if needed.
Select Save.
