Mobile: Credit Memos

Mobile: 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 someone created the credit memo
• 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• Once the credit memo has been archived, a red Archived is displayed on the left side.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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