Editing a Credit Memo

This article explains how to edit an existing credit memo in Corpay Complete. Before editing a credit memo, ensure the credit memo Status is Applied, Available, 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. Click the Edit  icon in the Action column.

4. On the Edit Credit Memo dialog, update each field as necessary on the Main, Line Items, and Accounts tabs.

5. Click the Submit button.

6. The Payment Updated dialog will display, and the credit memo will be updated.