Company Credit Memos

The Company Accounting Credit Memos page will give you a full list of Credit Memos for all Customers.

Credit Memos List

By default, you will see a list sorted by Date. The most recent Credit Memos will be at the top of the list. Note: You can change the sort by clicking on the arrows next to the column header.

Filters

Created Date

Select a date or a range of dates to filter the list.

Open/Edit a Credit Memo from Company List

You can view and edit credit memos right from here. Click on the row of any credit memo to view the full entry and make any changes.

View Customer Details

You can hover over the Customer's name to see the Customer preview. On this preview you can select See Customer Record to go directly to the Customer's record.