1. First you must load the customer invoice from which you wish to generate a credit memo in the Invoice/Credit Memo application. Click on the Find button in the toolbar and locate the invoice. Highlight the invoice and double click to load it into the Invoice/Credit Memo application.
2. To access the create credit memo functionality, right click on the mouse in the header section of the Invoice/Credit Memo application. Select the Create Credit Memo option.
3. Upon confirmation that you wish to create a credit memo, the Invoice/Credit Memo application will be loaded with the newly created credit memo for the customer.