You now have the ability to create and use ✨
credit memos
✨ in your Financial Cents account. If a client overpaid for a service, requested a credit on their account, or you need to make any other adjustments to paid invoices, you now have additional flexibility to handle these situations via credit memos. With credit memos, you can:
- Create a credit on a client's account
- Apply that credit to existing or future invoices
- Choose to manually apply or auto apply the credit
To start using credit memos, go to the
Client Details > Billing
section, scroll down towards the bottom, and click Add credit memo
.
Once created, you can then apply towards existing or future invoices to reduce the amount owed by your client.
Read more about Credit Memos here!