Credits
The Credits section provides a table view of all open and applied credit memos across your customers. This table is built on Suppli's new customizable tables, which let you choose which columns to display, reorder them, resize them, and save your view — learn more about customizable tables here.
Columns are grouped into four categories — use the column picker to show or hide the ones most relevant to your workflow.
Identity
Column | Description |
ID | The credit memo ID as defined by your ERP. Always visible. |
Name (Legal) | The customer's legal business name. |
Name (DBA) | The customer's "doing business as" name. |
Job/Ship-to | The job or ship-to name tied to the credit. |
Location | The branch or location associated with the credit. |
Assigned Rep | The rep assigned to the customer associated with this credit memo. |
Amounts
Column | Description |
Issued | The original amount of the credit memo. |
Outstanding | The open (unapplied) amount remaining on the credit memo. |
Dates
Column | Description |
Issue Date | The date the credit memo was issued. |
Applied Date | The date the credit memo was fully applied. |
Last Payment Date | The most recent date a payment was applied against this credit. |
Aging
Column | Description |
Aging | The number of days since the credit memo was issued. |
Status | Whether the credit memo is Open (has any unapplied amount remaining) or Applied (fully applied). |
Credits: Sidebars
The details of a specific Credit Memo can be found by clicking the three dots on the right-hand sidebar and selecting "View Details," or clicking the ID in the ID column.
Upon doing this, a sidebar will appear. Each credit sidebar can be broken up into the following sections:
1. Credit Details
The Credit Details section provides an overview of key information related to a credit memo.
2. Memo
The Memo section allows you to write a note for this credit, save it, and edit any existing note for the credit.
3. Credit Activity Timeline
Each sidebar contains an Activity Timeline, which provides a quick visualization of the following activity that has taken place on a credit memo.
Credit Memo Date: The date a credit memo was issued
Credit Applied: Information on the date and amount when a credit memo has been applied
Credit Refunded: Information on the date and amount when a credit memo has been refunded
To view more information on a particular activity, click the Activity ID.
Applying a Credit
Credits are applied during the Receive Payment flow. To apply a credit, go to Outstanding Invoices, select an invoice(s), and click Receive Payment.
Select an outstanding invoice under the Invoice tab
Click "Receive Payment"
Enter the amount you'd like to pay
Select checkbox on credits/deposits from the list of those available
Enter the amount you would like to apply towards the payment
Click "Receive Payment"
Invoice Application
Please note that credits/deposits will be applied from the oldest to the newest invoices.
Unapplying a Credit
Once a Credit Memo has been applied, it cannot be unapplied. However, to replicate this transaction, we recommend isuing a new Credit Memo to your customer from within your ERP/invoicing system.