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A Credit or Debit Memo is used to create an Invoice for a specific Customer when an Order is not used to create an Invoice. 

Pre-Requisites

1. Customers
2. Misc. Charge Codes

Step-by-step guide

1. Access the Logistics module.
   
   
2. Click Adjustment Entry.
   
   
3. Click New in the ribbon bar.
   
   
4. Locate a Customer using the Customer Search form.
   
   
5. Click OK.
   
   
6. Optional: Specify any header information such as PO #, Invoice Date, or Comments.
   
   
7. At the bottom of the grid lines, click the plus sign + to add a new line to the grid.
   
   
8. Specify a Misc. Charge.
   
   
9. Optional: Specify an Inventory Type and Item # that the Credit / Debit Memo line is for.
   
   
10. Optional: Specify a Quantity.
    
    
11. Optional: Specify a Unit Charge.
    
    
12. Specify an Amount.
    
    
13. Optional: Specify any other line item options such as Reason Code or Comments.
    
    
14. Repeat step #7 to #13 to add additional lines to the Credit / Debit Memo.
    
    
15. Click Save in the ribbon bar. 

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