Credit Memos

This Credit Memo video shows how to search for a Credit Memo as well as how to create one. Additionally, the Navigation and Actions tabs are discussed, reviewing each of their features.

Video Text

0:04 In this video, we'll be reviewing some items under the module or modules. There will be your review on credit or credit memos, so there's a search on an add button here. I'm gonna, do a search and it'll come up with a criteria that this is an all receivable search, so if you only want a search credit memos, you need to pick that from the menu item and then you can search for all or searching by a partial customer name or something like that. Search criteria under that as well. So I searched all credit memos under my customer Portland, and then I can see that I have these stereotypes, these three credit memos, and then it tells me a quick summary of what's going on with them. If I want to open the item to work on it and all this was close to item nine, just click on the hyperlink and it gives you a link to if it's a link to that credit memo and then you can apply it to invoices from their credit memo.

01:07 Metal was just like a payment. It's applied to invoices, so now you can go through the modules to add a credit memo or you can add a crowd credit memo right from the navigation bar here to add a credit memo rule should put in here. So you pick your customer credit memos are customer, just like adding a payment. You get a pop-up that you have open credits because it's a credit. And then you also have open payments available. Just like in the payment screen, you, it gives you a list of these items that are open to you want to manage them. You can, um, that can also be managed from here. You know, here's my own three open payments. Here's my one open credit memo for a lot of you, I just clicked the view. So on a credit memo, you have your customer payment, credit type credit, metal, uh, you give it them out. I'm doing a $25 credit. You can require cost centers, you know, based on your site configuration areas. If you're using areas, cost center, you can put them to equipment. And then you can do also require a description.

02:17 Yeah, I'm just going to give it a description. It's not required on his site, but for argument sake, we'll just put something in there and then you can go through and if I don't want to apply it right now I could save it or close it and save it, whichever. Or I can say I want to apply it to an invoice. I want to apply the whole just like applying a payment. I just supply it and that I've applied to that invoice and the knowledge credited. It's credit mammals at zero where you go, if you want to apply over a group of invoices, small vault, you'll have to go under the editor and I want to apply, you know, $5 there so he can, you know, do partial applies that way and until it's exhausted you'll have been voices available for payment.

03:07 That makes sense. So then if I want to apply the rest, I just select apply the rest and boom, everything applies. Just like a payment credit, Isabelle, exhausted or no remaining amount. So it's good to go. It's close. And then I didn't want to juxtapose that. If you want to print, you can do a quick print on a credit memo and this is the base report, uh, for a credit memo, you know, real cryptic. If you want the report change, just let us know what you change report. But in this case it's showing what I documented on it. It's a credit memo number 11 to the bill, to the ship, remit to date terms, customer ID, number, pages, description of it. I put on her the amount and then what was applied to what invoices your customer. He's record of it. You can print that or you can just go to the email function here and email a track system. So that'll conclude credit metals.