1. Cashflow360
  2. Receivables
  3. Setup/Preferences

Create a new credit memo template

Create templates for the different types of credit memos. You might have to standardize what information needs to be included.

Creating a credit memo template

  1. Select Settings
  2. Select Credit Memo Templates under Receivables
  3. Select New
  4. Enter Credit Memo Template details
    • Default - select this to be the default template for creating credit memos
    • Name - name the template so that it's easy to recognize
    • Style - select each to see a preview
      • Clean
      • Classic
      • Modern
    • Title
    • General - Choose the fields to show on a credit memo using this template
    • Items - Choose the fields to show on a credit memo using this template
    • Summary - Choose the fields to show on a credit memo using this template
    • Footer - Uncheck if not wanting customers to pay through the portal
    • Customer Message - a default message that shows on the credit memo for customers
  5. Select Save

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