Credit Memo processing
Aptean Pay
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Article
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4/3/2024
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1 min
Use the Aptean Pay Credit Memo document for seamless communication with the Aptean Pay portal. You can generate the Aptean Pay Credit Memo document directly by performing the Send to Aptean Pay Credit Memos Queue action on the Posted Sales Credit Memo or Posted Sales Credit Memos page. This page facilitates efficient tracking, ensuring accurate Aptean Pay Portal communication.
The high level process includes the following steps:
- Create the Aptean Pay Credit Memo for posted sales credit memo.
When performing the Send to Aptean Pay Credit Memos Queue action on the Posted Sales Credit Memo page, any existing record for the same credit memo will be overwritten by the new one.
- Send the credit memo payment to Aptean Pay.
To learn more about how to process Aptean Pay credit memo, in the following table, select the links.
| Link |
|---|
| View in the Aptean Pay Credit Memo Queue |
| Payment Credit Status |
| Send a credit amount request from the Posted Sales Credit Memo list |