How to Match Credit Memos To Matched Invoices or Non-Matched Invoices

Case 1 : Steps to match a credit memo to a matched invoice:
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• Create PO,
• Quantity = 100, unit price = 1,
• Save it and approved it.

• Create an invoice for amount = 100,
• Match to the PO,
• Save it and validate it.

• Create a credit memo for amount = -100,
• On the header, still set Match Option = PO,
• Then press the Correction button,
• Then fill in the Invoice number which is matched to the PO,
• Then press Find button,
• Then fill in correction Amount = -100,
• Press Correct button,
• A corrected invoice line and distributions will be auto created for you.

Case 2 : Steps to match a credit memo to a non-matched invoices:
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• Create an invoice for amount = 100,
• Not match,
• Save it and validate it.

• Create a credit memo for amount = -100,
• Set Match Option = Invoice on the header,
• Press Corrections button,
• Only can find non-matched invoices to be corrected.
• Find Documents for Correction window should appear
• Enter the Invoice Number you wish to correct,
• Results will be displayed,
• Select the invoice you wish to correct,
• Then fill in correction Amount = -100,
• Press Correct button,
• A corrected invoice line and distributions will be auto created for you.

Case 3 : Steps to match a credit memo to a line of a Standard invoice:
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• Create a standard invoice, validate it.

• Create a new credit memo for the same supplier site,
• Set Match Option = Invoice on the header level,
• Then create a new Line, save it,
• Then press Corrections button,
• Enter the Invoice Number you wish to correct,
• Find the invoice, then press Select Lines button,
• Then you can select the line you wish to correct,
• Then press Correct to match to the line.

• A new distribution will be created in the credit memo where the charge
• Account has been taken from the matching invoice.