In my experience, we have been able to edit the credit (and orders) through the SALES ORDER module -MAIN- INVOICE DATA ENTRY- and locate the batch containing your credit. Once you accept the batch, select the invoice (or credit) that corresponds. If you don't know the number, you can use the magnifying glass to see the entries within the batch. Then select the corresponding one. You should be able to edit the values. ACCEPT the changes or delete altogether if the credit was made in error.
Within our company, the returns dept asks me to "dump the credit" so I delete it out of the batch and then he reenters the info through the RMA module accordingly when ready to process properly.

Sales orders through the SO module have to be deleted out by using the SHIPPING DATA ENTRY module under The SALES ORDER module.

I hope that helps. -Deano

The credit memo has already been posted so I can't locate the batch or select the invoice. I am trying to edit an invoice that has already been posted in Sage. Is that possible?

Someone correct me if I'm wrong, but I believe you can only edit AP invoices / credits after they are posted (and posted SO / AR transactions cannot be edited this way).

You can do the same process in AR for invoices and credits. If a credit make sure you type the #######-CM and the correct customer to see the prompt to adjust.

Good to know. Thanks Linda!

So I can adjust an invoice created through the Sales Order module by adjusting it in the A/R module by adding CM to the invoice number? What if I want to adjust a CM? I was not able to do that but maybe I am doing it wrong.

Sue, Follow knowledgebase articles 20918 for AR Adjustment and 18061 for AP Adjustment. I will edit them shortly to include that if you are adjusting an Invoice just put the invoice # (1234567). If you are adjusting a Credit Memo add -CM (1234567-CM). If you are still having issues please call customer support for assistance.

Sue, Follow knowledgebase articles 20918 for AR Adjustment and 18061 for AP Adjustment. I will edit them shortly to include that if you are adjusting an Invoice just put the invoice # (1234567). If you are adjusting a Credit Memo add -CM (1234567-CM). If you are still having issues please call customer support for assistance.

Sue,
If this answers your question, please click on Answered.
Thank you,
Linda

Am I able to modify the costs of different line items on the invoice or can I only modify header information of the invoice? Basically, the line item on the SO was incorrect so I want to modify the invoice to reflect the correct lower price. Will this cause any issues with any type of profit analysis of the part number?

Let me backup just a minute to clarify. When doing an AR or AP adjustment you are using a Miscellaneous code or a GL Account #. You are not allowed to use Inventory items in AR or AP modules. If you need to flow the change to the inventory item you will want to use SO, PO, or an IM Inventory Transaction. Inventory Transactions will not affect the Vendor or Customers. In addition to that, you are not allowed to change the cost on a Sales order invoice or credit memo. The cost is pulled from the inventory item at the time of update so you would need to change the inventory item cost.