Entering Credit Memos

Entering Credit Memos

Overview

Credit Memos screen of the Mobile App

Credit memos are used to document product returns from customers. When a credit memo transaction is created, the items listed on it are added back to your inventory, and their price is added to the customer’s available credit. 

Entering Credit Memos

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

To enter a new credit memo in the web app, go to Sales → Sales Transactions, click Plus  and select Credit Memo. 

New Credit Memo page in the Web app
You can add products to credit memos by selecting them from the drop-down list in the Item column. You can also set the cursor into the Scan Barcode field and use a barcode scanner to add products (see Scanning Barcodes).

If you have multiple inventory sites, you can choose to return inventory to a different site. Use the Inventory Site field for this. You can also return tracked inventory by selecting Serial or Lot numbers for each tracked item's line.

To leave without saving and to discard your work, click Cancel.

To save your credit memo, click Save.

To save the credit memo and print it right away, click Save and Print. 


In the Mobile app

 If your country is outside the US, it is necessary to choose tax for every item in the list. To do so, after adding the item to the Credit Memo, tap it in the list → tap the tax name → select the necessary tax in the drop-down list → tap OK → Close.

 In the Android app

Credit Memo creation in the Mobile app

To enter a Credit Memo in the mobile app, first, find and highlight a customer in the Customer Center. Long-tap the customer, then tap Credit Memos. You will see a list of existing credit memos for this customer. Tap New to start entering a new credit memo.

There are a few ways to add products to credit memos:

  • Tap Find to select products from your item list, possibly using search and filtering. When you’ve marked all the required items, tap Add and enter the correct item quantities via the keyboard.
  • Enter the exact item name in the text field and tap the Add button next to it, then enter the correct ordered quantity via the keyboard.
  • Scan product barcodes, possibly multiple times to set the correct quantities. See Scanning Barcodes.

You can tap Calc  to add a discount or select the sales tax if you charge it.

When you are finished adding items, tap Save, at which point you will be offered to print a credit memo document. You can also print it by highlighting the credit memo on the list, tapping, and selecting Print from the menu.

 On the Credit Memos screen you can also modify existing unapplied credit memos. To do that, highlight an existing credit memo on the list and tap Edit. 


 In the iOS app




To create a new Credit Memo, tap the Sales tab at the bottom of the screen, then select the Customers tab. Tap the necessary customer in the list. In the pop-up window, tap Credit Memos. Tap Plus  to create a new Credit Memo. To add items to the list, switch to the Items tab. There are several ways to add items:
  • Type in the unique name of the item in the Look for Name field and tap Plus  to add the item straight to the list.
  • Tap Plus  to open the Add Item screen. You can scroll through the list and select several items at once. It is possible to filter the items by typing the keywords in the Look for field and selecting the desired category (All fields, Name, Description, SKU, Category). Tap Add when you are finished to add items to the sales order.
  • Scan the item's barcode with the rear camera. To do so, tap Scan . Alternatively, scan the item's barcode with the connected Bluetooth scanner. If the item is already on the list, each correct scanning of its barcode will increment the Qty value.

 if your item is tracked, you can add Serial or Lot numbers​.  When you are finished, tap Save  to apply your changes, or press the back button to leave without saving. 




 

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