Credit Memos

How Do I Create a Credit Memo?

To create a Credit Memo:

  • Navigate to the Contact or Job
  • Open the Financials tab 
  • Select +Add Credit Memo at the top of the "Credit Memos" panel

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This will pull up the following window:

Financials - Credit Memo Builder

Here, you can:

  1. Choose a Design Template you have previously created in the Templates section of your Settings.
  2. Choose a Saved Credit Memo you have previously created and saved.
  3. Change the date on which the Credit Memo was issued.
  4. Add line items.
    1. These options given when you type in an item name are pulled from your Products & Services. If you have not yet added the item to your Products & Services, you can click on "Add New Product", which will pull up a window to create and save the product to your settings. While hovering over the field, the options to delete, add an image, or rearrange an item  will appear.
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  5. Add another line item or a new section.
    1. Sections can help you separate your line items into specific groups.
  6. Add a Customer Note.
    1. This note will appear at the bottom of your Credit Memo under the Customer Note Title and is visible to your customer.
  7. Add an Internal Note.
    1. This note will appear in the Credit Memo description when you view it and is only visible to your team.
  8. Save your Credit Memo as a template.
    1. This will allow you to save the Credit Memo, with all of its line items and totals, to be used later. When creating a Saved Credit Memo template, you will be prompted to give the template a name. Then, it will appear in the "Saved Credit Memo" drop-down the next time you need to create the same document.
  9. Save your Credit Memo.
    1. This will take you to the document viewer and will record it under the Credit Memos panel within the Financials tab.