RPM - Proccess a Credit Memo

Understanding Credit Memos

RPM Credit Memos give you flexibility to handle invoice corrections. Whether you need to fully reverse an invoice or make adjustments through a credit & rebill process, we've got you covered.

Finding Your Posted Invoices

Before creating a credit memo, you'll need to locate your posted invoice. Here are three ways to find it:

• From your Role Center: Navigate to the RPM Posted Documents area
• Using search: Look for "Posted RPM Invoices"
• Quick access: Select the link in the Related Documents Factbox

Two Ways to Handle Credit Memos

Option 1: Full Invoice Reversal

Perfect when you need to completely cancel a posted invoice.

1. Open your invoice Find and open the Posted RPM Invoice you want to reverse
2. Start the correction Select Correct from the ribbon, then choose Cancel
3. Confirm your action You'll see this message:

   "The Posted RPM invoice will be canceled, and an RPM credit memo will be created and posted, which reverses the posted RPM invoice. Do you want to continue?"

   Select Yes to proceed
4. Set your posting date Enter the date for posting the credit memo and select OK
5. Complete the reversal The system automatically creates and posts an RPM Credit Memo, reversing your transaction. You'll receive a confirmation when it's done.

Option 2: Review Before Posting

Need to review or adjust the credit before finalizing? Use this approach:

1. Open your invoice Find and open the Posted RPM Invoice
2. Create corrective pre-billing Select Correct from the ribbon, then choose Create Corrective Pre-Billing
3. Configure your settings Mark Copy lines as Corrective Entries as True, then select OK
4. Review and adjust Open the RPM Pre-Billing to review and manage the lines before posting
5. Post when ready Once you're satisfied with the adjustments, proceed with posting

Quick Tips

• Full reversal: Use Option 1 when you need to completely undo an invoice—it's faster and automatic
• Partial adjustments: Choose Option 2 when you need to review or modify specific line items
• Dating flexibility: You can backdate credit memos if needed for accounting purposes

Need Help?

Having trouble with credit memos? Here are your support options:

• Check our Knowledge Base for detailed guides
• Create a support ticket for personalized assistance
• Contact your implementation partner for hands-on help

Remember: Credit memos create an audit trail, so you can always track changes to your invoices.