Credit memos allow you to manage what customers owe, without changing the details of the original transactions.

• Create a credit memo
• Edit a credit memo
• Delete a credit memo
• Restore a deleted credit memo

Create a credit memo

1. Select Invoices in the navigation menu
2. Select Credit Memos
3. Select New
4. Select the customer from the dropdown menu
5. Enter Credit Memo information
6. 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
7. Select Save
   • If you select email now, confirm the email and email address and then select Send

Edit a credit memo

1. Select Customers in the navigation menu
2. Select the customer name the credit memo belongs to
3. Select More actions
4. Select Credit memos
5. Select the credit memo ref #
6. Select the Edit icon
7. Edit the credit memo
8. Select Save

Delete a credit memo

1. Select Customers in the navigation menu
2. Select the customer name the credit memo belongs to
3. Select More actions
4. Select Credit memos
5. Select the credit memo ref #
6. 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

1. Select Customers in the navigation menu
2. Select the customer name the credit memo belongs to
3. Select More actions
4. Select Credit memos
5. Select the checkbox next to Show Inactive Credit Memos
6. Select the credit memo ref #
7. Select the Trash can icon

Note: Restoring a credit memo won't reapply it to any invoices it was applied to before deactivation.