How to Create a Credit Memo
2. Under Order Management, Select Credit Memos
3. Click on New Credit Memo
4. Select Order Credit Memo if you are creating a credit memo for an existing order. Select Blank Credit Memo to create a credit memo with no reference order.
5. Select a warehouse
6. Add products or keg deposits and click Add to credit memo in the bottom right corner.
7. Click on Accept in the top right corner
8. Click on Post
Depending on your integration setup with your accounting software (QBO, Sage, etc.), Posting a credit memo will initiate the sync.
9. Confirm your sync
To confirm that your credit memo was synced with your accounting software, go to the Integrations tab.