Credit portal




Applying a credit note, credit or refund for a customer.

how to create a credit note

Credit memos, credits and refunds can be confusing, so we've provided information that will help explain the differences and how to apply them.

Note: If you create a credit memo and want to issue a refund instead or vice versa you will need to delete the transaction and recreate it.

What's the difference between a credit memo, credit and a refund?

A credit memo is a posting transaction which can be applied to a customer's invoice as a payment or reduction.

A delayed credit is a non-posting transaction that you can include later on a customer's invoice.

A refund is a posting transaction which is used when reimbursing a customer money.

This means that:

  • Credit memos are used to offset an existing customer balance.
  • Delayed Credits can be included only on an invoice.
  • Delaeyed Credits don't affect a customer balance until they are included on a saved invoice.
  • Refunds are used to show money given back to a customer to refund for services the customer is not happy with, to offset a credit balance, merchandise or service not received, or an overpayment.

Entering a credit memo will affect your customer's balance, but will not affect a customer's invoice until it is manually applied.

  1. Go to the Plus Sign Icon and click Refund Receipt or Credit Memo. If you don't see

    this, click show more. 

  2. Fill out all required fields
  3. Click Save and new or Save and close .

Applying the Credit Memo to an invoice:

  1. Go to the Plus Sign Icon and click Receive Payment .
  2. Complete these fields as follows:
    • Customer: From the drop-down list select the customer the credit memo is for.
    • Date: Change if necessary.
    • Amount:,  Pymt Method: and Ref#: fields are to be left blank.
    • Memo: (Optional)
    • Deposit To: Leave blank since money isn't actually being deposited with this transaction.
  3. Select the Invoice that you want to apply the Credit Memo against.
  4. Select the Credit Memo that you are wanting to apply to the invoice
  5. Verify that the total to pay (if any) is correct after applying the Credit Memo then click Save.

Entering a delayed credit will allow you to apply it as a line item on your customer's next invoice.

  1. Go to the Plus Sign Icon and click Delayed Credit .
  2. Complete all fields
  3. Click Save and new or Save and close.

Applying the Delayed Credit to an invoice:

Go to the  Plus Sign Icon  and click Invoice.

On the Customer: drop down list and select the desired customer.

Complete fields on invoice.

Category: Credit

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