Creating a Credit Memo

You can issue a credit memo to record an amount that is owed to a customer. This can then reduce the amount of an invoice for which the customer owes payment.

To issue a credit memo to a customer:

  1. Go to the Transactions drop down
  2. Go to Customers
  3. Select Issue Credit Memos

  1. Choose the customer here
  2. Select the date of the credit
  3. Choose the posting period
  4. You can select your item from the drop down here
  5. Click the Add button to ensure items are added
  6. Click the Apply sub-tab to now apply the credit to a particular invoice, if required

  1. Select the relative invoice to apply the credit to
  2. Click the Save button to complete the credit memo transaction

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