Conga Product Documentation

Welcome to the new doc site. Some of your old bookmarks will no longer work. Please use the search bar to find your desired topic.

download

Direct Credit Memo From Invoice

You can generate a direct credit memo for an invoice, where each credit memo line Item will have a reference to the source invoice line item. A credit memo line item may have a one-to-one or one-to -many relationships with the invoice line item.



You can create a credit memo manually against an Invoice from the Invoice Detail page. You must add a Create Memo Email Template on the Account, confirm the Pre-requisites before going further.