This form is used to submit a credit memo request to Finance. You will receive an automated acknowledgment after your request is submitted and will receive an email when the credit memo has been approved and processed.
The list of approvers is based on the largest credit memo amount. Credits less than $5,000 may be approved by a supervisor. Requests between $5,000 and $25,000 require a manager approval. Requests greater than $25,000 require an officer or director approval.
Enter Biller & Reason Details
Enter Credit Details
The customer will receive an updated invoice after the credit memo is approved and processed if there remains a balance on their account. If the credit memo "zeroes out" the amount owed, they will not receive a new invoice.