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How to Manage Credit Memos

Navigate to credit memos

  1. While on a customer record, click Accounting.
  2. Navigate to the Credit Memos section. 
  3. The following are steps to take while on the Accounting option in the Credit Memos section.

To create a credit memo

  1. In the Credit Memo section, click Add.

Note: This will open up a stepped process. 

Get Started

  1. Pre-Populate:  Select the items to be pre-populated in the Credit Memo.
  2. Click Next.

Details

  1. On the Details tab, fill out all the required fields. 
  2. Make other changes if needed.
  3. Click Save. Optionally, the Save dropdown menu allows you to
    1. Save & Close,
    2. Save & Download/Preview, or
    3. Save & Send the newly created Credit Memo. 
      1. Choosing one of these options will complete the selection and close the window. Clicking Save, only, leaves the window open to Add Payment, view Payments, or Send the Credit Memo with a customized subject line and message (see explanations, below).

 

To view/edit a credit memo 

  1. Navigate to the Credit Memos section.
  2. Click on the desired credit memo row.
  3. Edit the fields as needed.
  4. Click Save.

 

To delete a credit memo

  1. While on the Credit Memo page, click Delete in the lower left of the page.
  2. A confirmation window will appear. To confirm, click Delete.

 

To collect/record payment on a credit memo

  1. While on the Credit Memo page, click Add Payment in the left menu.
  2. Fill out the required fields and make any necessary changes.
  3. Select a payment method or select a type of payment, if no payment method has been set.
  4. Fill out all required fields.
    1. Note: You may add a payment type and make it the default if none have been set on the customer record.
  5. Click Save.

 

To view a history of payments on a credit memo

  1. While on the Credit Memo page, click Payments in the left menu.
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