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customer:creditmemos

Customer: Credit Memo

You can create credit memos within Zubifi. An credit memo allows you to create a credit on a customers account that can be applied to future invoices. The credit memos are available in the Transactions area.

Creating a Credit Memo

To create a new Credit memo click the PLUS icon in the upper right corner of the screen (beside the user icon). Then select “Credit Memo” from the menu. Then make sure to select a contact (or create a new one) and fill out the other fields as appropriate.

DOCUMENT NUMBER The document number is defaulted to an auto-generated value starting with CM00001 and incrementing by one. You can change this value to meet your own needs.

MEMO The memo line is normally not included on the document when it is printed or emailed, but you have the option to incude it by checking the box labeled “Visible to Customer?” and saving the document. This will print the memo at the bottom of the PDF document.

LINE ITEMS You can have multiple line items. The default shows up to 5 but you can add more lines by clicking the “Add Line Items” link under the table. Each line item requires you to add a Product or Service and enter both a quantity and amount in order to be properly added to the document. The tax rate is automatically selected by first looking at the contact's individual settings and if not set then reverting to the company settings.

CUSTOM FIELDS Credit Memos support custom fields that can be set under the Settings menu. You can add up to 20 custom fields that will be available to all credit memos.

EMAIL & PRINT QUEUES You can opt to include the document in the print or email queue list by checking the appropriate box in the Add to Queue area at the top of the line items box. To view and manage your queue click the Bell icon at the top of the screen (beside the user icon) and select the appropriate queue (email or print) to manage.

Linked Items

If a credit memo is related to another document then the related documents will show at the bottom of the page. Once a credit memo has a related document attached then it has limited items that can be changed without first unlinking it from the related document.

Applying the Credit

To apply a credit memo to an open invoice click the “Apply Credit” button at the bottom of the screen or in the Other Actions menu. This will take you to the screen for selecting what invoices you wish to apply the credit.

You can apply the credit in part or in full to any open invoice in the list. Simply enter the amount that you wish to apply in the appropriate space and click “Save Changes”. Checking the box on the left will autofill the amount with the remaining credit up to the full amount remaining on the invoice.

Other Actions

Once a credit memo has been created there are several additional actions you can perform. These include:

  • Print to PDF
  • Send as Email
  • Create a Copy

The actions are available beside the Save button at the top of the screen in the dropdown menu. In addition, you can add attachments to credit memos.


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customer/creditmemos.txt · Last modified: 2019/09/30 16:54 by admin