How to close a Credit Memo

Morning-
Is there any way to just close an open credit memo? The customer never applied and they are years expired. It shows that we need to draft a check to pay back - but can’t it just be closed?

Hi Shawn,

There isn’t a close button directly, however dropping the line or zeroing out the amount will effectively close it. If you do zero out or drop the line then you could add a note with the amount if you would like to have the history to refer back to. Please let me know if you have any follow up questions.

Regards,
Cetec ERP

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