Credit Memos

Use credit memos to record adjustments against invoices. For example, apply a credit memo to decrease the amount that is owed.

From Payables, Credit memos, you can review existing credit memos and add new ones. Use a credit memo's menu to view or edit.

Tip: To specify info that displays, select Columns, choose details to include, and select Apply changes. If necessary, drag and drop the headers to reorder each column.

To quickly locate the credit memo you want, search the list. You can also select Filter to minimize the list or Export to export the list to an Excel .XLSX file.