Credit Memos
Issue a credit to a customer without cutting a refund check.
Who it's for
Bookkeepers handling returns, adjustments, or goodwill credits
Key benefits
- Reduces what a customer owes without a cash refund
- Applies against future invoices automatically
- Keeps AR accurate after returns or pricing corrections
Overview
Credit Memos record an amount owed back to a customer that gets applied against their future invoices, rather than paid out in cash. Useful for returns, billing corrections, or goodwill adjustments.
Related features
See how Credit Memos fits into a plan on pricing, or how Count My Bucks compares to QuickBooks.