Credits

The Credits section provides an overview of all open and applied Credit Memos across all of your customers. Here you can easily filter/sort invoices by the following categories:

• Date: The date a credit memo was issued

• ID: The ID of a credit memo (as defined by your ERP) 

• Customer: The customer to whom the credit memo was issued

• Credit Location: The location the credit is associated to

• Amount: The original amount of the credit memo

• Outstanding: The outstanding (or unapplied) amount of the credit memo

• Status: Open or applied. 

  • Open: If the credit memo has any amount outstanding

  • Applied: If the credit memo has been fully applied 

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:

The Credit Details section provides an overview of key information related to a credit memo.

The Memo section allows you to write a note for this credit, save it, and edit any existing note for the credit. 

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. 

Credits are applied during the Receive Payment flow. To apply a credit, go to Outstanding Invoices, select an invoice(s), and click Receive Payment.

1. Select an outstanding invoice under the Invoice tab

2. Click "Receive Payment"

3. Enter the amount you'd like to pay, then click "Next"

4. Toggle on credits/deposits from the list of those available

5. Enter the amount you would like to apply towards the payment

6. Click "Receive Payment" 

Please note that credits/deposits will be applied from the oldest to the newest invoices.

Once a Credit Memo has been applied, it cannot be unapplied. However, to replicate this transaction, we recommend issuing a new Credit Memo to your customer from within your ERP/invoicing system.