---
id: SCR-ACC-TRX-007
title: New credit memo
route: '/console/{tenantId}/accounting/creditMemos/new'
surface: console
product_area: accounting
module: transactions
revision: 1
status: draft
design_intent: proposed
implementation_evidence: observed
inference: []
source_sha:
  services-accounting: f47cb263875bbc0c5640fba7dae6785ec32695f8
  react-console: baf6dae382d6f41dce976c7f848667ccc37e076f
purpose: >-
  Issue a reduction against selected billed lines and release receipt money
  where necessary.
supports:
  - JNY-ACC-TRX-005
  - CAP-ACC-TRX-003
permission: accounting.credit-memos.create
entry_from:
  - '/console/{tenantId}/accounting/invoices/{invoiceId}'
  - The financial explorer entry menu
exits_to:
  - '/console/{tenantId}/accounting/creditMemos/{creditMemoId}'
displays:
  - field: Selected billing and its line-level outstanding and paid value.
    source: getInvoice (DOM-ACC-TRX-001)
  - field: Proposed reduction amounts for each billed line.
    source: Local entry
actions:
  - label: Issue
    operation_id: createCreditMemo
    permission: accounting.credit-memos.create
    confirm: true
states:
  - loading
  - error
validation:
  - BR-CAP-ACC-TRX-003-01
  - BR-CAP-ACC-TRX-003-03
  - BR-CAP-ACC-TRX-003-05
  - BR-CAP-ACC-TRX-003-11
patterns:
  - Standard PageLayout
  - Invoice picker
  - Memo issue dialog with batch select
  - Notes card
component: >-
  components/accounting/memos/memo-editor-screen.tsx (MemoEditorScreen, kind
  creditMemo)
evidence:
  - >-
    react-console at baf6dae3:
    app/(console)/console/[tenantId]/accounting/creditMemos/new/page.tsx;
    components/accounting/memos/memo-editor-screen.tsx, memo-issue-dialog.tsx,
    memo-invoice-picker.tsx; lib/accounting/transactions/http/memos.ts.
controls: [TC-IAM-001, TC-IAM-002, TC-IAM-004, TC-IAM-005, TC-AZ-001, TC-AZ-002, TC-AZ-003, TC-AZ-004, TC-AZ-006, TC-TEN-001, TC-TEN-002, TC-TEN-003, TC-DAT-001, TC-DAT-002, TC-DAT-003, TC-LOG-004, TC-LOG-005, TC-PI-001, TC-PRV-001, TC-PRV-002]
---
# New credit memo

## What the Screen Is For

Issue a reduction against selected billed lines and release receipt money where necessary.

## What It Shows and Lets People Do

The memo editor selects billing and reduction amounts and issues the reduction through its issue dialog. Released receipt value remains available on its receipt; refund is a separate workflow.

## States and Errors

Submission creates an issued memo rather than a draft. Refusals identify the invalid line or reduction limit.

## Patterns It Must Respect

The frontmatter names the components and layout actually used. Confirmation behavior is action-specific, including inline review and direct submission where implemented. The contract records the current console behavior without declaring an approved visual baseline.
