Create a Vendor Credit Memo

  • From any page in ZarMoney, hover over the Vendors tab and select New Credit Memo from the drop down menu.




To enter a new Credit Memo from Vendor List:

  • From any screen hover over the Purchases tab. From the drop down menu select Expenses and then the tab named Vendor List. Hover over Add a new... and select Credit Memo from the drop down list.




To enter a new Credit Memo for a specific vendor:

  • From the Vendors Transactions screen hover over Add a new... and select Credit Memo.
  • The vendor information will already be filled in. Enter the description and price of items being returned for credit.

Apply Vendor Credit to a Bill

1. From any screen in ZarMoney, hover over the Purchases Center from the top bar navigation. Select 'Pay Bills' from the drop-down:

2. Check the box next to bill you need to apply a credit to, and then select the link 'Apply Credit' on the far-right:

3. Check the box next to the credit you need to apply, then enter the amount of the credit memo you would like to use. Finally, click 'Adjust':

4. To process the transaction you will need to fill out the payment method, account, and date on the following Pay Bills screen. Then, click 'Pay Bills' at the bottom:

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