Reverse a credit memo

Start Juris and log in, to open the main Juris window.
Double-click Transactions, to expand the folder.
Double-click Credit Memos, to expand the folder.
Select Form > New > Credit Memo on the menu, to open the Batch window.
In the Batch Comment box, type a name for this batch file, or use the default name.
Select Form > New on the menu, to open the Credit Memo window.
In the Date box, type the date for this credit memo, or use the default (today's date.)
In the Client box, type the client number, or click the ... (ellipses) button to search for, and select it. This is the client number to which the original credit memo was applied.
In the Matter box, type the matter number to which the original credit memo was applied.
In the Bill Number box, type the bill number or click the ... (ellipses) button to search for, and select it in the Find tool. This is the bill number to which the original credit memo was applied.

Note

Bills that have a balance of zero do not show up in the Find tool.
In the Comments box, type a short reason for the reversal of the credit memo.
(Optional) In the Narrative box, click the ... (ellipses) button, and select a narrative.
Click the appropriate tab(s) and make your reverse allocations.
Make your adjustment(s) on the Summary tab to reverse a credit memo that had been applied in equal amounts across all outstanding bills.
1. Click the Summary tab.
2. In the Adjustments column, type the same amount(s) that were entered on the original credit memo for all applicable charges (fees, cash expenses, noncash expenses, interest and/or surcharges.)
Make your adjustment(s) on the Fees tab to reverse a credit memo that had been applied to one or more outstanding bills, and/or in varying amounts.
1. Click the Fees tab.
2. In the Apply column, type the same amount(s) that were entered on the original credit memo for all applicable fees.
Make your adjustment(s) on the Expenses tab to reverse a credit memo that had been applied to one or more billed expenses and/or in varying amounts.
1. Click the Expenses tab.
2. In the Apply column, type the same amount(s) that were entered on the original credit memo for all applicable expenses.

Important!

If you click Save, the program automatically posts the credit memo. Therefore, it is recommended that you verify the information you have entered, prior to clicking Save.

Verify the accuracy of the information you have entered.
Select Form > Save on the menu, to save the Credit Memo.
Click the window Close button, to close the Credit Memo window.

Reverse a credit memo (write off)