Apply AP Credit Memo to Voucher Amount

Updated March 26, 2026

This guide provides a step-by-step process for applying an AP Credit Memo to a voucher amount, ensuring accurate financial management. By following these instructions, users can efficiently manage their accounts payable, streamline their workflow, and maintain precise records. Prerequisite Before applying a credit memo to a voucher, you must first create an AP Credit Memo in the system. Please refer to the “Create a AP Credit Memo Scribe" for step-by-step instructions on how to complete this.


1. Step 1: Open Voucher Screen

  • Log In
    • Access LawAccounting/CaseQube using your secured credentials.
  • Navigate to Vouchers
    • Click the App Launcher (nine dot icon)
    • Type Vouchers in the search bar
    • Select Voucher you want to pay

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2. Step 2: Apply AP Credit Memo to voucher

  • Click Apply Credit Memo

Voucher Information

  • Voucher: Automatically populates with the selected voucher number

  • Voucher Amount: Automatically populates with the original voucher total

  • Balance: Automatically populates with the remaining unpaid voucher balance

  • Payee: Automatically populates with the vendor associated with the voucher

  • Amount: Enter the amount of the credit to apply to the voucher

  • Date: Select the date the credit memo is applied

AP Credit Memo Information

  • AP Credit Memo Name: Automatically populates with the selected AP Credit Memo name

  • Company: Automatically populates with the company associated with the credit memo

  • Status: Automatically populates with the current status of the AP Credit Memo

  • Accounting Period: Automatically populates based on the active accounting period

  • Due Date: Automatically populates from the AP Credit Memo

  • Payee: Automatically populates with the vendor on the AP Credit Memo

  • Issue Date: Automatically populates with the AP Credit Memo issue date

  • Balance: Automatically populates with the remaining available credit balance

  • Amount: Enter the amount of the credit memo to apply

  • When finished click save

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3. Step 3: View Applied AP Credit Memo

  • Screen will automatically refresh to voucher details screen
  • Click Applied AP Credit Memos to view

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