Applying and Printing Credit Memos

Applying and Printing Credit Memos

Applying Credits to an Invoice

Credits available to customers as a result of credit memos can then be applied to invoices to partially or fully cover their due amounts. 

 In the Web app

In the Web app, credits can be used when entering a Payment. There are two ways to access this screen: either go to Sales → Sales Transactions, click Plus  and select Receive Payment, or open your existing Credit Memo and click Apply to Invoice.



Credits available for the selected customer will be shown in the Available Credits box. Click on it to get the list of all transactions that contribute to the customer's credit.

  • First, select the Credit Memos you want to use in the Available Credits box.
  • Next, select the invoices you want to apply the Credit Memos to.
  • You can either enter the credit Amount to use and Applied amount manually in their respective fields or click Auto Apply. To undo, simply click Un-Apply.
  • Click Save when you are done.

If the Credit Memo has been previously partially applied to other invoices, the Remaining Credit column will show the remaining available amount of this Credit Memo.



 See also: Receiving a Payment. 

In the Mobile app

  In the Android app


This operation is done on the Payment screen. First, find and highlight a customer in the Customer Center. Tap Payment, which will bring up the list of invoices with open balances. Long-tap one of the invoices and select Apply Credits from the menu.

You will see a list of existing credit memos for the customer and the credit amount associated with each of them. In the “Amt. to Use” column you can specify the amount to apply to the invoice. When you are finished, tap OK. Enter other payment details if necessary (see Payments), and, finally, tap Save to save the payment.

Printing Credit Memos

In the web app

To print a credit memo from the web app, go to Sales → Sales Transactions and find the desired credit memo on the list (possibly using search and filtering), then click  and select Print. Alternatively, you can click on the credit memo itself to view it, and then click the Print button.

In the Android app

In the mobile app, existing credit memos can be printed from the Credit Memos screen (see above). Highlight a credit memo on the list, then tap Options  and select Print from the menu. This will generate a print preview, which can be sent to your printer, emailed, faxed or saved as a picture.