Credit Memos

Credit Memos: You can now create, view, and email Credit Memos right from inside of RECUR360. To begin with, if you visit the Credit Memos report, you will see a new ‘Add New’ button that will bring you to a page where you can create a Credit Memo. After creation, you can go to pay any invoice and choose the option to apply the Credit Memo to the invoice. Similarly if you go into any invoice and choose Options->New Credit Memo From Invoice,

 you will be brought to the create Credit Memo page pre-filled with all of the Invoice details and also the option to automatically apply that Credit Memo to the Invoice it was created from.

You can also visit any customer and choose Options->New Credit Memo to start a Credit Memo for the specific customer. 

Additionally you can click into any Credit Memo from many pages/reports that list Credit Memos and view details about the Credit Memo. You can also edit, make a copy of, or email the Credit Memo from this screen. A Credit Memo email template can be setup in Settings->Email as well.

*NOTE: QuickBooks Desktop Canada is not currently supported for the new Credit Memo features. Stay tuned as those will be coming soon along with other exciting updates for QuickBooks Canada users in an upcoming release!