Credit Memos Knowledge Base

Had a customer pay you upfront for an entire year of work? Use the new Credit Memo functionality to add a credit to a customer account and then apply that credit towards future invoices.

JobCloser Credit Memos

Posted by Kate Strohmeyer on 03/28/2019

Had a customer pay you upfront for an entire year of work? Use the new Credit Memo functionality to add a credit to a customer account and then apply that credit towards future invoices.

Getting Started

Credit memos can be manually one of 2 ways:

  • Navigate to the customer, scroll to the bottom, and click "Add Credit Memo" next to the credit balance
  • Navigate to the "Invoices" screen and click Actions > Add Credit Memo and select your customer

Credit memos can also be automatically created if your customer overpays for a particular invoice. JobCloser will automatically update the customer's credit balance to reflect accordingly. For example, you invoiced your customer $100 for a single cut, but he went ahead and paid $300 to cover the next two cuts...you can record the $300 payment and it will credit your customer $200.

To view overpaid invoices, simply navigate to your customer and scroll down to the "Credit Balance" section and click "View Overpaid Invoices."  This will give you a breakdown of overpaid invoices, and how they were credited to the customer.

Applying The Credit Memo

So your customer has overpaid and you now have record of it, next up...how do you apply it towards a future invoice? This is silly easy. When recording a payment to any invoice, you'll notice at the top of the dialog that we display the available credit balance that you can apply. Simply select "Customer Credit Balance" as the payment method, and it will deplete the credit balance accordingly.

If you need to see how your "Credit Memos" were applied?  You can navigate to your customer, click "View Credit Memos" and then you'll see a link to "see how" credit memos were applied.  This will give you a breakdown of payments that you recorded to pull from the credit balance.

That's it!  Hope this helps, and please reach out to us with any questions!

 

Credit Memos
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