To enter a credit memo order (cancel an invoiced order)
- From Orders, select Enter and edit orders to open the Enter and edit orders window. The Overview tab displays by default.
- Click New. The Order Date defaults to the batch date if batch control is used; otherwise, the date defaults to the system date.
- Enter the credit memo (CM) order type in the Order Type field (select the Find icon to look up the order type).
- Press Tab to go to the Bill to ID field. The Invoice # field enables.
- Enter the Bill to ID.
- Override the Order Date if necessary.
- Enter the original order's invoice number in the Invoice # field (select the Find icon to look up the invoice number).
- Enter a source code in the Source field.
- Enter the product code from the original order in the Product field.
- Enter the product Quantity from the original order, and press Tab.
When you tab out of the Quantity field, the Quantity, Ship, Extension, Product Total, Tax, Order Total, and Balance fields are updated automatically to a negative number.
- Repeat this process for each of the products on the original order.
- Click Save.
- Invoice the order.

Example of an original invoiced order - Invoice # 236

Example of an invoiced credit memo order for Invoice # 236 - Note the $1.25 restocking fee