Credit Memo

HuskyLogicHuskyLogic Member Posts: 15

I have a client who likes to pay me in advance, and I just bill all her invoices to that pre-payment. Is there a way to create a credit memo where when I create an invoice for that customer, I can use the credit member to pay it?


  • JamieDJamieD Administrator Posts: 1,145 admin

    Hey @HuskyLogic. There isn't a direct way to add a credit memo (or note) directly on the customer statement -- but in cases like these, you can either add a note on your customers account, or on the invoice directly so then when it's sent out to them, you can refer to the specific credit they are receiving for the invoice.

  • BeanieTaxBeanieTax Member Posts: 2

    Any update to including credit memos? I'm also coming off QB, and I typically pay out referral credits by way of credit memos.

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