There are two ways to generate a Credit Memo,

Pre-requisite

  • Create a Credit Memo Template and a Credit Memo Email Template. Add these templates on Account or Account Location.
  • Go to Setup > Custom Settings > Billing System properties and check the Generate Credit Memo Documents to generate Credit Memos in DOC, DOCX, PDF or RTF format. Refer, Billing System Properties for other key settings.
  • Go to View Object from the Credit Memo object. From Buttons, Links, and Actions,  edit New label. Add a VF page ‘SetAccountDefaultCMTemplate’ to set the default Credit memo template.