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1. Create an invoice in VoyagerFOLIO
2. Write the voyager supplied voucher number in black or blue ink on the paper credit memo
3. Fill in the following information
   
   • Invoice date: Credit memo date. If there is none, use today's date
   • Status: Change from "open" to "reviewed" when  you are ready for accounting to approve the credit
   • Amount: Enter the amount proceeded with a minus sign, e.g. -25.00
   • Bill to name: Select your appropriate dept.
     
   • Vendor invoice number: 
   Fill in the following information
   • Number: Credit memo invoice number (Add " CM" as prefix to the number). When using a blank credit memo use the invoice number the item was originally paid on, adding the "CM" prefix. , e.g CM123455
   • Date: Credit memo date. If there is none, use today's date
   • Amount: Enter the amount proceeded with a minus sign, e.g. -25.00
   • Bill to: Select Endowed Accounting or Mann Accounting as appropriate
   • Code: LTS assigned vendor code
   • Save
   • Vendor name: LTS assigned vendor code
   • Payment method: "Physical check" unless paying with a P-card then select "credit card" from the drop-down menu
   • Export to accounting: This should be checked when payment method is "Physical check" DO NOT CHECK this when Payment method is "credit card"
   • Upload your invoice: Add your department name, date paid and your initials (Example: LTS RECEIVING - LM - 06/28/21)
   • Save & close
     
   • Scroll down to Invoice lines and "Add" the appropriate POL Post the line item for the credited item, using the same line item POL used for the original payment, and using the same fund number and the same amount
   • Add price proceeded with a minus sign 
   • Save & close
     

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1. Verify that the fund code has the current fiscal year; update if necessaryVerify that the same fund number for the original payment is used for the credit
2. Verify that the credit amount is proceeded with a minus sign
3. Verify that the total amount on the paper credit memo and the Voyager FOLIO credit invoice agree Save and close the Voyager invoice
   
   

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1. Date stamp and initial Once the paper credit memoPlace 1 copy of the paper credit memo in the credit memo folder for routing to Library Finance and Budget Office.credit memo/invoice has been scanned and saved you may discard it