Create, edit, delete or restore credit memos
Credit memos allow you to manage what customers owe, without changing the details of the original transactions.
Create a credit memo
- Select Invoices in the navigation menu
- Select Credit Memos
- Select New
- Select the customer from the dropdown menu
- Enter Credit Memo information
- Choose when to send your credit memo if applicable
- Email Now: This credit memo will be emailed immediately upon saving. Confirm the contents of the email and the customer's email address on the following screen before sending.
- Email Later: This credit memo will not be emailed until it is ready to be sent
- If deciding to Email Later, return to the credit memo and select Email from the Credit Memo Actions menu
- Select Save
- If you select email now, confirm the email and email address and then select Send
Edit a credit memo
- Select Customers in the navigation menu
- Select the customer name the credit memo belongs to
- Select More actions
- Select Credit memos
- Select the credit memo ref #
- Select the Edit icon
- Edit the credit memo
- Select Save
Delete a credit memo
- Select Customers in the navigation menu
- Select the customer name the credit memo belongs to
- Select More actions
- Select Credit memos
- Select the credit memo ref #
- Select the Trash can icon
Notes:
- Once a credit memo has been deactivated, it's completely unapplied from any invoices it was applied to
- For auditing purposes, deactivated credit memos can't be completely removed from your account
Restore a deleted credit memo
- Select Customers in the navigation menu
- Select the customer name the credit memo belongs to
- Select More actions
- Select Credit memos
- Select the checkbox next to Show Inactive Credit Memos
- Select the credit memo ref #
- Select the Trash can icon
Note: Restoring a credit memo won't reapply it to any invoices it was applied to before deactivation.
Resources
ACCOUNT SETUP View all