Mobile: Credit MemosMobile: Credit Memos

A customer’s credit memos are available here.

At the top of the credit memo window are two icons:

  • Back Arrow takes you back to the customer details screen.
  • Search – the magnifying glass opens a filter field. Enter an alpha-numeric phrase and click the Filter button to find a specific subset of credit memos.
  • Plus Icon opens a new, blank credit memo for this customer.

The invoice list shows:

  • Credit Memo Number and Description
  • The Date the credit memo was created
  • Total of the credit memo and the unpaid Balance Due
  • Status of the credit memo
  • Once the credit memo has been archived, a red Archived is displayed on the left side.

Tap on a credit memo to see the full document in the Accounting module.

Note: The Credit Memo module has not been optimized for the mobile view. So you might find it easier to use a computer to view/edit a credit memo.

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iPoint Version: 9.0814
Last modified: 17 Aug 2020

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