Submit a memo
Open the memo.
Select Submit.
In the confirmation window, select OK.
After the memo is submitted, the related items are added to the memo.
Invoice memo items
Open the memo.
Select Invoice.
Select the items you want to include.
Select Invoice.
Choose whether to create a new invoice or add the items to an existing invoice.
Complete any required fields.
Select Save.
Void a memo
Open the memo.
Select Void.
Confirm the void action.
⚠️Important: Voiding a memo may affect related payments, item status, and reporting. Only void a memo when you are sure it should no longer be used.
Return memo items
Open the memo.
Select Return.
Select the items you want to return to stock.
Select Return.
Choose the return date.
Select the return location.
Select Save.
