---
title: Credit Memo
slug: credit-memo
docTags: 
createdAt: 2024-01-22T14:06:43.512Z
---

Credit Memo document is used to record any items returned by the customer, purchased against an earlier sales receipt. Using this document you can issue credit note against the return which customer can use to pay for their next purchase. 

You can also return cash to the customer against the credit note, if the same is required. 

### General Area

**No.**
Numbering series and document number. Series are selected as per the branch by default. 

**Document Date**
The document date of the document, used for tax purposes. The default value is the current date.  

**Sales Employee**
Specify the sales employee who initiated the document.

**Name**
Displays the customer name for the document.

**Scan Item/Barcode**
Scan barcode or item code of the product / item. Scanning or entering a code, will add the item on the document or increase the quantity, if the item is already added.

**Mobile No.**
Enter mobile phone number of the customer. 

:::hint{type="success"}
****:FontAwesome[]{icon="fa-solid fa-circle-check"}** PRO TIP**
For creating new customer, enter the mobile number and press tab - select New in the List of Customer window and enter details of the customer and select Add.
:::

**Total Before Discount**
The total amount of the document before the discount for the document is calculated.

**Discount**
Displays the percent and amount of discount applied on this document. The value is calculated automatically based on the discount defined on the customer and the schemes.

**Total Quantity**
Displays the total quantity of all items in the document. ****
****
**Total**
Displays the total amount of the document, after considering tax and discounts, payable to the customer.

**Applied Amount**
Displays the amount of credit utilized by the customer. Customer can utilize the credit memo amount by using it for making payment against another sales receipt. Or by accepting cash against the credit memo.

**Balance**
Displays the balance amount payable to customer - after adjusting the credit amount utilized by the customer.

### Contents Tab

**Item No.**
Displays the item number.

**Description**
Displays the item description of the selected item.

**Quantity**
Displays the total quantity (per row) as specified in the sales receipt.****
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**Return Quantity**
Specify the return quantity (per row).

**Reason**
Select the reason for the return.

**Price**
Displays the price of the item, before any line discount. Price is automatically determined based on the price list specified for the customer or any special prices.

**Discount %**
Displays the percent of discount granted for the item.

**Net Price**
Displays the net price of the item, after the line discount.****
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**Tax**
Displays the amount of tax that is calculated on the value of the item.****
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**Tax Code**
Specify the tax code to be applied to the item. Tax code is automatically determined based on Tax Code Determination in B1Bazaar and SAP Business One, in that order. If required, change the tax code.****
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**Barcode**
Displays the barcode scanned.

<font color="#070707">**Qty Per Unit**
Displays the number of units in the per unit of UOM. 
</font>**Points Earned** <font color="hsl(var(--ab-gray-900))">Displays the points earned for the item (per row).</font>

**Points Returned** <font color="#B91C1C">**Color**
Displays the color of the selected item.</font>

<font color="#B91C1C">**Size**
Displays the size of the selected item.</font>

### Logistics Tab

**BP Code**
Displays the business partner code which will be used for posting the sales and payment document in SAP Business One. In case of retail sales, this is determined based on the store configuration. In case of wholesale sales document, this is the business partner code linked to the credit customer created in B1Bazaar.****&#xA;**&#xD;**
**BP Name**
Displays the business partner name for the document. ****&#xA;**&#xD;**
**Ship To**
Displays the shipping address name of the customer.

**Shipping Address**
Displays the complete shipping address of the customer. You can change this address, as required.&#x20;

**Bill To**
Displays the shipping address name of the customer.

**Billing Address**
Displays the complete shipping address of the customer. You can change this address, as required. ****&#xA;**&#xD;**
**City**
Displays the city of the customer.&#x20;

**Area**
Displays the area of the customer.

**Level**
Displays the level of the customer in the loyalty program.****&#xA;**&#xD;**
**Remarks**
Enter additional information regarding the document. You can also edit the field content after the document is added.****&#xA;**&#xD;**
**Store**
Displays the store for which you created the document.

### Details Tab

**&#xD;Cash Returned**
When you have refunded cash against the document, this field will display Yes.****
****&#xA;**&#xD;Outgoing Payment No.**
Displays the document number of the Outgoing Payment posted in SAP Business One.****&#xA;**&#xD;**
**Tax**
Displays the total tax amount for the document calculated according to your tax definitions.

**Points Returned??**&#xA;**&#xD;**
**Internal No.**
Displays the internal number of the document.&#xA;**&#xD;**
**Series&#xD;**&#xA;Displays the series of the document. Series is selected as per the store by default. You can change this only if you have permission to change series.
****
**Status??**
The status of the document:

**&#xD;Currency**
Displays the store currency for the document. Currency is automatically selected based on the store configuration.

**Rate**
Displays the current exchange rate applicable for the store currency.

**Document Type**
Displays the type of document being posted to SAP Business One. ****&#xA;**&#xD;**
**Credit Note No.**
Displays the document number of the posted AR Credit Memo in SAP Business One.****&#xA;**&#xD;**
**Base Document Type**
Displays the type of the base document for this document.****&#xA;**&#xD;**
**Base Receipt No.**
Displays the document number of the sales receipt.

**DPM No.**
Displays the document number of the AR Down Payment  Invoice.

**DPM Amount**
Displays the amount of the AR Down Payment Invoice.

### Actions&#xA;&#xD;

**Checkout**
Complete the credit memo and post the document to SAP Business One.   ****&#xA;**&#xD;**
**Cash Payment**
Opens the cash payment window. Please refer to Refunding Cash for how to refund cash against sales receipt.****&#xA;**&#xD;**
**Print**
Prints document as per the configuration.&#x20;

**Scan Receipt**
Changes the scan mode to scan sales receipt for exchange. Scan the sales receipt after clicking this button.

<font color="#050505">**Scan Items**
Changes the scan mode to scan items for return. Scan items after clicking this button.</font>

**Hold**
Save this document as draft. ****&#xA;**&#xD;**
**Reset**
Clear all items and customer and reset the credit memo window. ****&#xA;**&#xD;**
**Remove Item**
Removes the selected item from the credit memo. ****&#xA;**&#xD;**
**History**
Open various reports related to the customer:

- History
  Shows the previous purchase history for the customer.
- Ledger
  Shows the ledger for the customer.
- Open Invoices
  Shows the open invoices for the customer.&#x20;