Unlinking a Credit Memo from an Invoice

This article explains how to unlink a credit memo from an invoice in Corpay Complete.

Before unlinking a credit memo from an invoice, ensure the invoice Status is not Paid, and the credit memo Status is Applied or Open.

Note: The visibility of pages and information within Corpay Complete is based on user roles and company settings. Consequently, certain pages and information may not be visible or may only be available in a view-only format.

1. Click the Credit Memos module from the left-side navigation pane.

2. On the Credit Memos tab, use the filter fields to search for the desired credit memo in the Credit Memos grid.

   Note: Click the Toggle Filter  icon to display the filter fields.

3. On the desired credit memo, click the Edit  icon in the Action column.

4. On the Edit Credit Memo dialog, scroll down to the Invoice section. Click the Delete icon and then click the Submit button.

5. The Payment Updated dialog will display, and the credit memo will be unlinked from the invoice.