Credit memos allow you to manage what customers owe, without changing the details of the original transactions.
Create a credit memo
- Click Invoices in the left navigation menu
- Click Credit Memos
- Click New
- Select the customer from the drop-down 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
- Click Save
- If you select email now, confirm the email and email address and then click Send
Edit a credit memo
- Click Customers in the left navigation menu
- Click the customer name the credit memo belongs to
- Click More actions
- Click Credit memos
- Click the credit memo ref #
- Click the Edit icon
- Edit the credit memo
- Click Save
Delete a credit memo
- Click Customers in the left navigation menu
- Click the customer name the credit memo belongs to
- Click More actions
- Click Credit memos
- Click the credit memo ref #
- Click the Trash can icon
Notes:
- Once a credit memo has been deactivated, it is completely unapplied from any invoices it had been applied to
- For auditing purposes, deactivated credit memos cannot be completely removed from your account
Restore a deleted credit memo
- Click Customers in the left navigation menu
- Click the customer name the credit memo belongs to
- Click More actions
- Click Credit memos
- Check the box nex to Show Inactive Credit Memos
- Click the credit memo ref #
- Click the Trash can icon
Note: Restoring a credit memo will not reapply it to any invoices it was applied to before deactivation.