Creating credit Memos

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

Creating 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