Posting a Credit Memo

1. When you receive a credit memo, open the purchase assistant for the folder that the credit memo belongs to. 

- At this stage, your part should be marked as returned in Nexsyis like the example shown below. 

2. Select the line and either right-click and select "Invoice", or select the "Invoice" button at the bottom of the screen. 

3. The Credit Memo Screen will open.

A. Enter the Invoice Number

B. Enter the date on the Credit Memo.

C. Enter the Total Invoice Cost. (Do NOT enter in a negative number, Nexsyis already reads the invoice as a credit)

D. Confirm that the cost on the part you are crediting is correct. (This will typically be correct and you should not have to change anything here)

E. Confirm that you are crediting the correct vendor. 

F. Click the Green Checkmark when you are done.  

4. Hit the Save icon at the bottom of the screen when the credit is complete. 

- If the "save" button is greyed out, your credit memo is not balanced. You will need to confirm that all your numbers are correct. 

5. In the purchase assistant, your credit line will now be dark blue because it has been invoiced (credited).