ServiceFlow Pro Docs
Invoices & Payments

Credit Memos

Issue credits against customer balances.
4 min read

Credit Memos

Issue credits against customer balances, apply them to open invoices, and void memos you no longer need.

Overview

Credit memos represent money owed to the customer — for example after voiding a paid invoice or issuing a goodwill credit. Manage them from the Credit Memos tab on Invoices or open individual memos at /invoices/credit-memos/:id.

How to access

AreaMenu pathRoute
Credit memo listInvoices → Credit Memos tab/invoices?tab=credit-memos
Credit memo detailClick a row/invoices/credit-memos/:id
Invoice detail payment modal also lists open credit memos when applying credit to an invoice.

What you can do today

  • View all credit memos with search and pagination.
  • See summary stats (open balance, applied, voided counts).
  • Open a memo detail page with original amount, remaining balance, linked invoices, and reason.
  • Apply open credit to an invoice from Record Payment on /invoices/:id (payment method Apply available credit memo).
  • Void an open credit memo from list or detail.
  • Auto-create credit memos when voiding paid invoices (optional prompt on void).

Prerequisites

  • invoices:view to see credit memos.
  • Permission to record payments on invoices when applying credit.
  • Customer with at least one open credit memo to apply against an invoice.

Step-by-step

Review credit memos

  1. Go to Invoices (/invoices).
  2. Select the Credit Memos tab.
  3. Search by credit number or customer.
  4. Click a row to open /invoices/credit-memos/:id.

Apply credit to an invoice

  1. Open the target invoice /invoices/:id with an outstanding balance.
  2. Click Record Payment.
  3. Choose payment method Apply available credit memo (or select a specific memo).
  4. Enter amount up to the lesser of invoice balance and remaining credit.
  5. Confirm — invoice balance and memo remaining amount update.

Create a credit via voiding an invoice

  1. Open a paid invoice on /invoices/:id.
  2. Choose Void.
  3. Confirm creating a credit memo for the paid amount when prompted.
  4. Find the new memo on the Credit Memos tab.

Void a credit memo

  1. From list or detail, choose Void.
  2. Confirm — voided memos cannot be applied.

Current limitations

  • Staff cannot create arbitrary standalone credit memos from the Credit Memos tab alone in all flows — many credits originate from void workflows or API-backed processes.
  • QuickBooks sync for credit memos requires QuickBooks integration enabled separately.
  • Partial application is supported; over-application is blocked at validation.

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