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How to Apply a Credit Memo to a QuoteMachine Document
How to Apply a Credit Memo to a QuoteMachine Document

In this article, we will walk through the process of applying a credit memo to a QuoteMachine document (quote, order, invoice)

William avatar
Written by William
Updated over a week ago

Applying a credit memo to an invoice is easy and can be accomplished by following the below steps:

  1. Open the document (quote, order or invoice)

  2. Click receive payment

  3. For payment type, select credit

  4. Select the credit memo you would like to apply (if there are multiple)

  5. Click Apply payment

The payment should be visible in the document timeline

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