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  1. Create Credit Memo from the Invoice- You can directly create the Credit Memo from the Invoice to which it belongs.
           
    Click on Credit Memo Button from the Invoice Page

    Select the Line Items and its Quantity for which Credit Memo is required to be created. Then click on create.

    Once you click on create, the Credit Memo will be created with the selected Line Items and selected Quantity. The Credit Memo will contain the link for related Invoice and Unapplied amount field in this case will be 0 i.e. the same Credit Memo cannot be applied again to any other Invoice.


    The concerned Invoice will show the remaining balance as Invoice Balance against which either a new Credit Memo can be created or Payment can be received.
  2. Apply Credit Memo to Invoices

    Create Credit Memo

    Click on Apply Credit Memo to Invoices Button

    You will find all the Invoices with outstanding balances to which Credit Memo can be applied


    Refund

    1. Process Refund through Credit Memo-

        Once you have created Credit Memo, click on Refund Button

    Enter the refund amount to be processed and the account (Bank or Credit Card) through which you want to process the Refund. Then click on Process Refund.

Credit Card as an New Account

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 For more details, click on the link given below

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