Add Credit Memo

sBizzl offers a feature to add credit memos effortlessly. This functionality ensures that businesses can accurately track and manage credit transactions, enhancing financial transparency and simplifying the reconciliation process. Additionally, sBizz provides a seamless facility where if a customer is credited, they can easily use this credited amount to make payments.

• Navigate to Commerce > Credit Memo.
• Click on Add Credit Memo button which is located on top right corner.

To create a credit memo from Customers.

• Customers: Navigate to CRM > Customers then select customer and go to the detail screen then click on Add > Credit Memo button which is located on top right corner.

• Customer: This is a mandatory field, users can click on dropdown ▼ then search and select customer.
• Email/CC/BCC: While entering a customer email address is optional, users can include additional email addresses in the Cc and Bcc fields for sending copies of the credit memo. Even this field auto-fills the customer email address field if the customer entered an email address during account setup.
• Billing Address: This is a mandatory field, users can click on dropdown ▼ and select customer address. When a customer with only one address then auto-fill on customer selection.
• Credit Memo Date: The calendar allows users to choose any date. By default, the current date is pre-selected for convenience.
• Project: This is a not mandatory field, users can click on dropdown ▼ and select a project that is not completed and according to customer selection.

1. Users can simply add credit memo such as estimate, invoice, sales order.

• You can add individual line item details in the line items editor, such as product, rate, quantity, and unit of measurement (UOM). Enter a new value in the appropriate column. Learn more about using the line items editor.

2. Users can add credit memo against invoice.

• Invoice: Users can optionally select an invoice associated with the chosen customer from ▼ dropdown. Users can access the "Invoice Products" modal to select specific products from the chosen invoice.
• The system offers a robust search function that allows users to find products with ease.
• To select a product, users can click the checkbox ☑ located in the first column in list.
• Selected products are automatically added to the credit memo. Click on “Confirm” button to finalize.

• Users can only adjust the quantity downwards when editing a credit memo line item. The quantity cannot exceed the available quantity listed on the product invoice. The system will enforce this restriction to ensure accuracy.

• Message Displayed On Credit Memo: An optional message field allows users to include additional information on the credit memo receipt.
• Message Displayed On Statement: An optional message field is available for users to include any relevant details, functioning as a memo on the credit memo receipt.
• File Attachments: Users can attach relevant documents to the credit memo or remove them as needed.

• Add discounts, and taxes: You have the ability to include discounts and taxes for the subtotal. Learn more about taxes and discounts.

• When clicking on the “Save” button, the entry is saved and the status changes to “Draft”. Clicking on the “Save and Send” button opens a window prompting users to fill in the necessary details to send email. After sending the email, the status is updated accordingly.