Credit Memos: How to Cancel a Credit Memo
Cancel a memo you created by mistake or no longer want your customer to use.
Before you start:
- Canceling can't be undone. If you need the credit again, create a new memo.
- Canceling doesn't void the memo in accounting. If it already synced, void or adjust it there yourself.
- Your customer isn't notified. Let them know if they were expecting the credit.
- Unapply the credit from any orders it's applied to. Cancel stays greyed out until you do.
From the Credit Memo list Page:
- Select the carrot to open the drop down menu on the credit memo you wish to cancel
- Select Cancel
On the Credit Memo Page:
- On the Credit Memo, or from its menu in the Credit Memos list, click Cancel.
- Review the message and click Cancel Credit Memo. Click Go back to keep it.
The memo moves to the Canceled tab with its history, and your customer can no longer see or use it.
Learn More: To take credit off an order first, see Credit Memos: How to Remove Applied Credit.