• Go to the Customer page for the account being credited, and click on the "Account" tab in the left menu.
  • Click “Add Credit Memo” at the top.
  • Enter the credit details in the description field, and full credit amount in the “Total Amount” box to the right.
  • Any open invoices/debits on the customer’s account will appear below. The credit can be allocated to one or more of the debits, or the total amount can be added to the customer’s account as an open credit. The credit can be changed at any time to allocate any or all of the amount to open debit transactions.
  • IMPORTANT NOTE: Once saved, the amount credited to the customer's account cannot be changed. If an amount is incorrectly entered or a credit added in error, a corresponding debit memo will need to be created to adjust the customer's balance.

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