Credit memos are automatically created when a payment is detached from a document or when a deposit is received. However, there are instances where you may want to manually create a credit memo for a customer (i.e. compensation for a previous purchase).
Creating a credit memo in QuoteMachine is simple and requires just a few steps:
Navigate to Contacts on the left side bar
Search for the contact you would like to issue the credit memo to
Click on the contact
Click on the credit memos tab
Click new credit memo
Fill out the form (In the notes, I recommend you write a note to explain why it was issued—ie credit issued as a result of a damaged product, email transfer received etc)
Click receive payment
Once that is done, the credit memo will be available on that contact's account under the credit memos tab and applicable to future documents
Note: This credit memo will be exported to Lightspeed as well
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