This article and video will guide you through issuing a Credit Memo. Credit Memos are issued by clubs to reduce the amount that a customer owes under the terms of a past due invoice.
Please Note:
- Our help article How-to: Credit Memo Types will walk you through how to add custom memo types; see step two.
1. Locate the Invoice to Write Off: A Credit Memo can be issued on any unpaid invoice. This will "write off" the invoice and apply a waived amount instead of simply cancelling the invoice. First locate the invoice under a customer's billing history by:
A. Member Lookup > Search for Customer's Name > All Detail > Invoices/Payments/Refunds/Transaction Ledger.
B. Find the invoice and click on the invoice ID#.
C. Click on the button Issue A Credit Memo
2. Select Credit Memo Type: Use the drop down menu to select a Credit Memo Type. Then choose to issue a Credit Memo for the Full Amount or a Partial Amount. Selecting partial amount will split the invoice. Add in an optional note, then click on Issue Credit Memo.
3. Viewing the Credit Memo: An automatic note, along with any manual note, will be shown underneath the invoice.
Requirements - A 'Master Admin' login or a staff login with the following permissions.
- Member Management : Payments Related - Can view client billing information
- Member Management : Payments Related - Can issue/refund credit memos