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