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Credit Memos

Credit memos allow you to manage what your customers owe, without changing the details of your original transactions. Creating a credit memo is easy:

  1. Hover over Receivables, and then click Invoices
  2. Click "All Credit Memos"
  3. Click New
  4. Select your customer from the drop-down menu, and enter the rest of the Credit Memo information.
  5. Choose when you'd like to send your credit memo.
    • Email Now: This credit memo will be emailed immediately upon saving. You'll be able to confirm the contents of the email, and your customer's email address, before sending.
    • Email Later: This credit memo will not be emailed until you're ready to send it.
      • If you decide to Email Later, return to the credit memo and select Email from the Credit Memo Actions menu.
  6. Click Save; if you are Emailing Now, confirm the email and email address, and then click Send.

Note: 'Discount' type items cannot be used on credit memos



Apply Credit Memos

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