Credit Note Processing

How to process a Credit Note in Epicor

Dan Waterfield avatar
Written by Dan Waterfield
Updated over a week ago

A documents that has been processed through Kofax can be seen in the Auto AP Invoice Review:

Wait for Epicor to process the dashboard record and resolve any errors that occur.

Upon seeing the above message, use the date in the tracker and PDF Invoice screen to manually create the credit note and manually mark the dashboard record as complete.

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