Create a Credit Memo

  1. Create a new order for the customer
  2. Set shipment mode to ‘Shipment list mode’ and then delete shipment
  3. Click on the ‘Revenue’ tab and add line item for the desired negative amount
  4. Click on the ‘Related Dispatches’ tab and select ‘No Dispatch Required’
  5. Click Send to invoicing then post.

If it needs to be cleared against another invoice walk through the steps of receiving a $0 payment.