Debit Memos

Debit Memos

Article Contents : This article explains how to create a debit memo in Synergy Accounting, apply it to an existing invoice or credit memo, match distributions, and post or save the memo

Step-By-Step

Step 1: A Debit Memo is used to increase the amount of an existing invoice. Typically, a Debit Memo is used to make adjustments to an existing invoice or to reverse a Credit Memo. Upon rare occasions, you may receive a Debit Memo from a Vendor.


Step 2:  To enter a Debit Memo, follow these simple procedures:

1) Select Debit for Voucher Type.

2) Enter the Vendor ID.

3) Enter the Invoice Date, Invoice Number and Invoice Amount. The invoice number must be different than the original invoice number if you are reversing a credit memo. A good rule of thumb is to use the original invoice number, but place a “D” in front of or behind the invoice number.


4) If you are increasing the amount of an existing invoice, or reversing a credit memo, you will use the Apply to Invoice No lookup feature.

Step 3:  This search will display all invoices for this vendor that can be reversed. Select the invoice from this list:


5) Enter the distributions.

Make sure that your distributions match the original invoice. If you do not know the original invoice amount or distributions, you will need to look this information up in Vendor Inquiry or in Posted Invoices.

6) You will then Post the debit memo, or save and close.

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