---
schema_version: "1"
id: 8eb6716a433de793c0ad6c72b0f2ec4d8917c4936d518630df62d9238213e80e
title: Void or Recover Credit Memos
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/billing_credit_memos_void_recover.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.billing_credit_memos_void_recover.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: b9a6f6bf252fcf0384d2fdc54269b4867377a0b743d0a0d878578557a59598d2
description: Fix credit memos that are Pending or Error status by recovering them. You can also void an unapplied posted credit memo and reverse the credit by creating a corresponding debit memo.
products:
  - Revenue Cloud
release: "264"
---
# Void or Recover Credit Memos

Fix credit memos that are Pending or Error status by recovering them. You can also void an unapplied posted credit memo and reverse the credit by creating a corresponding debit memo.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions with <a href="https://help.salesforce.com/s/articleView?id=ind.revenue_licenses_areas_and_features.htm&amp;release=264.0.0&amp;type=5">the Revenue Cloud Advanced license or the Revenue Cloud Billing license</a></td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d223775e74">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d223775e74 ">To create credit memos:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d223775e74 ">
              <p>Billing Admin permission set</p>
              <p>OR</p>
              <p>Billing Operations User permission
                set</p>
              <p>OR</p>
              <p style="margin-bottom:0;">Credit Memo Operations User permission set</p>
            </td>

          </tr>
        </tbody>
      </table>

## Void Credit Memos

1. From the App Launcher, find and select **Credit Memos**.
2. Open the posted credit memo that you want to void.
3. Click **Void Credit Memo**.

You can void only an unapplied posted credit memo. After the credit memo is voided, the status of the credit memo changes from Posted to Voided. Billing creates a corresponding debit memo in Posted status to offset the credit amount for the ledger. If original credit memo includes a tax calculation, the debit memo includes the applicable tax details.

## Recover Credit Memos

1. From the App Launcher, find and select **Credit Memos**.
2. Open the credit memo that’s in pending or error status.
3. Click **Recover Credit Memo**.

After you recover a credit memo, its status changes to Canceled.

If the original credit memo included tax, the credit memo moves to the Voided status. Billing automatically creates a corresponding debit memo in the Posted state to reverse the credit in the ledger. The debit memo includes all the original tax details and tax treatments. Billing reverses the tax interaction in the tax engine. Billing sets the debit memo’s invoice generation status to Not Applicable, so it isn’t invoiced.

![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-revenue-264-0-0-production-enus/91ca99c6-d5c8-4986-b961-c6b7801e0d0d/images/icon_note.png)

Note To track the status of the void and recover actions, open the Related tab and review the Async Operation Tracker section.