Create a 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 Vendors tab. From the drop down menu select 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.