Create an AP Credit Memo

Updated March 26, 2026

This guide provides a step-by-step process for creating an AP Credit Memo, making it an essential resource for anyone involved in accounting or finance tasks. By following these clear instructions, users can efficiently manage credit memos, ensuring accuracy and compliance in financial records. The guide simplifies a potentially complex task, saving time and reducing errors, which is crucial for maintaining effective financial operations.


1. ### Step 1:

  1. Log In

    • Access LawAccounting/CaseQube using your secured credentials.

  2. Navigate to Revenue Management

    • Click the App Launcher (nine-dot icon).

    • Type Law Accounting in the search bar.

  3. Open AR Credit Memo Tab

    • Click more
    • Click AP Credit Memo

  4. Create AR Credit Memo

    • Click New to open AP Credit Memo Screen

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2. ### Step 2: Understanding the AP Credit Memo Screen

1. Credit Memo Header

  • Company: Select the company for which the credit memo or voucher applies.
  • Credit Applied Amount: Enter the total amount of credit being applied.
  • Discount Amount: If any discount is applied to the credit, enter it here.
  • Due Date: The date by which the credit or payment is due.
  • Issue Date: The date the credit memo or voucher is issued.
  • Payee: Select the vendor or client receiving the credit or payment.
  • Status: Choose the current status of the credit memo (e.g., Draft, Approved, Posted).

Credit Memo Lines

  • Accounting Class 1–4: Specify the relevant accounting classes for categorization or reporting.
  • Customer: Select the customer associated with the line item, if applicable.
  • Date: The date for the specific line item expense.
  • Expense GL Account: Select the general ledger account for the expense.
  • Expense Type: Choose the type of expense being recorded.
  • Internal Comment: Optional notes or comments for internal use only.
  • Quantity: Enter the number of units for the line item.
  • Unit Cost: Enter the cost per unit for the line item.
  • Type: Select the type of line item (e.g., standard, credit).
  • Total: Displays the total amount for the line item (calculated from quantity × unit cost).
  • Delete Button (Trash Icon): Remove the line item from the voucher or credit memo.
  • Total (Screen Summary): Shows the total amount of all line items combined.

3. Action Buttons

At the bottom of the screen, four options are available:

  • Cancel: Discards changes.

  • Save as Draft: Saves without approval.

  • Save: Saves and marks the credit memo as approved.

  • Save as Recurring Record: Sets up the Credit Memo to repeat automatically.

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