How to create a Credit memo

Summary

Sometimes you need to create a credit memo for your customer. This article desribes the steps how to create and assign a credit memo.

Never delete any financial documents

Start

1. In the top right corner, click Billing (if it displays ‘Operations' then you’re already in 'Billing')

2. Go to 'Customers' in the left-hand menu

3. Choose the desired customer and click on tab ‘Documents' followed by 'Add new Credit Memo’

   

4. Click 'Add Detail'

   

   
   (De notatie van 2 getallen na de komma is hier gelijk aan 2 getallen na de PUNT, zie ook aanmaken debitmemo)
   

5. Fill in the required fields and click 'Add Detail'

   

6. Tick the checkbox in front of the memo and click 'Add Memo'

   

7. Click on the new credit memo

   

8. Click on the tab ‘Applications’ followed by 'Apply Document'

   

9. Tick the checkbox in front of the document(s) to which the credit memo should be attached and click ‘Apply’

   

10. You have now added a new credit memo