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Avalara Help Center

How Can I Create a Credit Memo in the Admin Console?

Overview

You need to manually create a credit memo in the Admin Console

Environment

AvaTax

Resolution

  • On the Transactions tab, click New
  • Fill out all required fields on the Document tab:
    • Origin/Destination Addresses
    • Document Code
    • Customer/Vendor Code
    • Document Date
    • Document Type
  • Switch to the Lines Tab and press the button Add New Line:
    • Enter a Line No
    • Enter a Qty of at least 1
    • Make the dollar amount negative
  • Once the line is complete, click Add
  • Click Calculate Tax.
  • Click Save as Committed.