The Credit Memos list shows every credit memo and return recorded in the period — both those raised against an invoice (a return from the invoice) and stand-alone credit memos from Create Credit Memos/Refunds. Open one to see what was credited, print or send it, or delete one raised by mistake.
Opening the list
Customers ▸ Credit Memos (under Transactions). The page heading reads Credit Memos, with the number recorded.
The toolbar
| Control | What it does |
|---|---|
| Period bar | The dates the list covers. |
| Refresh | Reloads the list. |
| Create Credit Memo | Opens Create Credit Memos/Refunds. |
A note explains: to record a return against an invoice, open the invoice from Customers ▸ Invoices and use its Return button; for a credit with no invoice, use Create Credit Memo.
The columns
| Column | What it shows |
|---|---|
| Credit Note | The credit memo number. |
| Date | Its date and time. |
| Against Invoice | The invoice it was raised against, or Credit memo for a stand-alone one. |
| Customer | Who was credited. |
| Refund Value | The credit's total. |
The footer notes that stock was restored when each return was recorded, and that Refunds are paid when a return is recorded, or later with a credit memo's Refund button — a return from an invoice pays the money back as you record it (see Edit, copy, void or delete an invoice), and a stand-alone credit memo's Refund pays back what is left of it (see Create Credit Memos and Refunds). Money a customer paid in advance or overpaid is refunded from Receive Payments with Refund it…. The list can be sorted, filtered, emailed and exported. With none, it says No returns recorded.
Opening a credit memo
Double-click a row (or Enter):
- A stand-alone credit memo opens in the Create Credit Memos/Refunds form, where you can Print, Refund, Void, Duplicate or Memorize it. See Create Credit Memos and Refunds.
- A return against an invoice opens as a credit note page: CREDIT NOTE, Recorded — issued against invoice (number). A credit note is never edited; correct it with a new one., the CUSTOMER, addresses, DATE, the items returned (LOCATION, ITEM RETURNED, QTY, U/M, PRICE, TAX, NET AMOUNT), Subtotal (net), Tax, CREDIT TOTAL (Credited to the customer's account.), and DOCUMENT tiles (AGAINST INVOICE, TYPE, DISCOUNT, SHIPPING).
Credit note actions
| Button | What it does |
|---|---|
| Print / Save PDF | Prints or saves the credit note as a PDF. |
| Asks Email credit note (number) with a To address and sends it with the PDF: Credit note (number) against invoice (number) is attached. | |
| Opens WhatsApp with the credit note for the customer's mobile number. | |
| Delete credit note… | Asks Delete credit note (number)? — The returned stock goes back out of inventory, the invoice it was raised against is put back the way it was, and the credit is removed from the customer account. This cannot be undone. Needs the Delete Credit Note right. |