The Invoice Overpayment Credit Memo Limit field and the Invoice Write-off Limit field on the Business Group record are used to determine when the system will automatically create a Credit Memo or Write-off for a Sales Order or Invoice-type Sales Order.

When an overpayment is less than or equal to the Invoice Overpayment Credit Memo Limit, a Credit Memo will automatically be created for the customer. Credit Memos cannot be created for returns, however.

When an underpayment is less than or equal to the Invoice Write-off Limit, a Write-off will automatically be created for the customer.

If the amount paid exceeds the Credit Memo or Write-Off thresholds, then staff users can manually create a Credit Memo or Write-Off. This can be accomplished on the order record once the transaction is complete.

If the Invoice Overpayment Credit Memo and Invoice Write-Off Limits are undefined on the Business Group, then staff users must manually create credit memos and write-offs. The Credit Memo and Invoice Write-Off Accounts must be populated in order to both automate and manually create credit memos and/or write-offs.

Creating Automated Credit Memos and Write-offs:

  1. Navigate to the Business Groups tab click on the associated Business Group.


  2. Click Edit. The Edit Business Group modal will open.

  3. Identify the appropriate Credit Memo Account and/or the Invoice Write-Off Account using the related lookups.

  4. Type the threshold amounts into the Invoice Overpayment Credit Memo Limit and/or the Invoice Write-Off Limit fields.

  5. Click Save

If the overpayment of an order is less than or equal to the value provided in the Invoice Overpayment Credit Memo Limit field, the system will apply a Credit Memo against the customer account. If the underpayment of an Invoice is less than or equal to the value provided in the Invoice Write-Off Limit field the system will apply a Write-Off against the customer account.