There may be instances when a Manual Credit Memo needs to be Voided (Deleted) and removed from Cash Receipts. Follow the process outlined below to Void a Manual Credit Memo
Note: Automatically created Credit Memos (such as those created when Voiding a Paid and Posted Invoice) can not me Voided.
Begin by opening the Cash Receipts Module (this may be labeled the Payments Module) and from the list of items in the Cash Receipts tab, locate the Manual Credit Meno you want to Void.
Click on the 'Edit Pencil' to show the Credit Memo details.
Review the Transaction Details to confirm this is a Manual Credit Memo, and not an auto-generated Credit Memo.
You can click the blue 'View Invoice' link to view the invoice the Credit Memo is attached to in another window.
When viewing the Invoice we can we can see there is no balance due.
On the Credit Memo Detail, click the blue 'Void' button to Void the Credit Memo.
You will be asked to confirm that you want to delete the Credit Memo.
Click the green 'Ok' button to proceed.
A notification will appear indicating that the transaction was successfully deleted.
When reviewing the Invoice we can see that there is no longer a Manual Credit Memo applied, and the invoice now has a balance remaining.
The invoice can now be paid with an alternate payment method or voided.