How can I add a credit memo for a customer?
- Click on Get Paid from the left side nav menu.
- Click on the
button.
- Select Credit Memo.
- Fill in the information.
- In line Items, add the correct credit memo item and the amount.
- If you need to customize the content of your email, click on the Customize Email tab.
- If you're ready to send your credit memo, click Submit.
- Your credit memo is sent and can be viewed by clicking on the Sent tab.
- Your customer will receive an email that you have sent them a credit memo.
- When they pay an invoice from you, they'll be able to apply that credit memo.
