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Creating a Credit Memo

In this article, we will go over the process of creating a credit memo (also known as on account credit) for a customer.

Stanislava Berberova avatar
Written by Stanislava Berberova
Updated over a week ago

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:

  1. Navigate to Contacts on the left side bar

  2. Search for the contact you would like to issue the credit memo to

  3. Click on the contact

  4. Click on the credit memos tab

  5. Click new credit memo

  6. 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)

  7. Click receive payment

  8. 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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