Manual Credit Memos

In cases where a payment discount credit memo is manually created for a posted sales invoice, it is necessary to mark that posted sales invoice as having received a payment discount, so the system does not include it in the automatic creation of payment discount credit memos. On the posted sales invoices, the Apply Discount action needs to be triggered.

This action checks the Subsequent Discount field on the posted sales invoice, indicating that a payment discount credit memo has been manually created for that invoice. As a result, the system will not consider it during the automatic creation of payment discount credit memos.