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

  1. Click Invoices in the left navigation menu
  2. Click Credit Memos
  3. Click New
  4. Select the customer from the drop-down 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. Click Save
    • If you select email now, confirm the email and email address and then click Send

Edit a credit memo

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

Delete a credit memo

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

  1. 1. Click Customers in the left navigation menu
  2. Click the customer name the credit memo belongs to
  3. Click More actions
  4. Click Credit memos
  5. Check the box nex to Show Inactive Credit Memos
  6. Click the credit memo ref #
  7. Click the Trash can icon

Note: Restoring a credit memo will not reapply it to any invoices it was applied to before deactivation.