credit memos sectionCredit Memos Section

In the Credit Memo section, you can see a list of Credit Memos for this customer. Credit memos, just like in QuickBooks, are a posting transaction which can be applied to a customer’s invoice as a payment or reduction of future bills. You can see the customer’s current Credit Balance at the top of the screen.

Credit Memos List

For each Credit Memo you can see:

  • Reference id, type of transaction, and project name at the top
  • Date: The date the credit memo was posted
  • Total: The total credit memo amount
  • Credit remaining: The total credit remaining on the customer’s account
  • Status: The status of the credit memo, such as Not Submitted, Used in Full

You will see Archived down the left edge of a credit memo if it has been archived.

View/Edit Credit Memo Details

To view or edit credit memo details:

  1. Click on a credit memo in the list
  2. The credit memo will open in the Accounting module

Create a New Credit Memo

New Credit Memo button

  1. Click the New Credit Memo button
  2. A new credit memo will open in the Accounting module
Last modified: 20 Jul 2020

Was this helpful?

Yes No
You indicated this topic was not helpful to you ...
Could you please leave a comment telling us why? Thank you!
Thanks for your feedback.