Credit Memos

Can I Apply the Dollar Amount of a Credit Memo to an Invoice?

Keep track of overpayments and apply funds from Credit Memos directly to Invoices.

To add funds from a Credit Memo to an Invoice:

  • Navigate to the Contact or Job
  • Select the Financials tab
  • Click on the 3 dots to the right of the Credit Memo
  • Select Use Credit from the drop-down menu

This will pull up the following window:

Credit Memo - Apply Credits

Choose which Invoice the Credit Memo should apply to and then click Save payment.