How to Create a Credit Memo

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1. Get to the contact you want to create a credit memo for

2. Click on Invoice

3. Select Credit Memo from Type

4. Select Service Call.

The service does not really matter here. The credit memo can be applied to any other service

5. Enter the amount

6. If you are in a sales tax state, be sure to remove it for the credit

7. Click on Save

8. Click on the contact to get back to their main page

9. You will see the credit on the account listed here

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ℹ️ Now let's take a look at what the client will see

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10. When they get a proposal, they will see the credit applied. The same will happen with an invoice.

11. When they are going to make the payment, it will show they have a $x credit