Credit Memos
Issue a credit to a customer without cutting a refund check.
How to use it
Open Credit Memos from the Sales menu, click New Credit Memo, select the customer and line items being credited, and save. Apply the credit against an open invoice from the customer's balance.
Configuration
Requires an existing customer with (typically) an open invoice to apply the credit against.
Details
| Menu location | Sales menu, Credit Memos. |
| Who uses it | Bookkeepers handling returns, adjustments, or goodwill credits |
| Prerequisites | Customers, Invoices |
Related pages
See which plan includes Credit Memos on pricing, or how Count My Bucks compares to QuickBooks.