Manage credit memos

A credit memo is a record that describes an amount owed to a customer. Similar to an invoice, it includes items, taxes, and shipping, but its total is subtracted from the invoice amount. A common use case for a credit memo is to provide a customer with store credit, rather than a refund, if the customer overpays or returns a product.

Allocate a credit memo to an invoice

Use this process to allocate an amount of a credit memo to an unpaid invoice.

1. If you have not already done so, Create a credit memo.
   Credit memos must be created before they can be allocated to an invoice.
2. Log in to Rebilly.
3. In the left navigation bar, press Data tables.
4. Press Billing, Unpaid invoices, then select an invoice.
5. In the right of the screen, press Apply credit memo.
6. Select a credit memo and enter the amount, then press Apply credit memo.

Create a credit memo

Use this process to create a credit memo. A common use case for a credit memo is to provide a customer with store credit, rather than a refund, if the customer overpays or returns a product.

1. Log in to Rebilly.
2. In the left navigation bar, press Data tables, then press Customers.
3. In the Credit memo information section, complete the following:
   1. In the Name column, press a customer's name.
   2. In the right of the screen, press , then press Create credit memo.
   3. In the Description field, enter a description of the credit memo.
   4. In the Reason field, enter the reason for the credit memo.
4. Optionally, to create a credit memo from a specific invoice:
   1. In the Invoice information section, select the Create credit memo from a specific invoice checkbox.
   2. In the Invoice field, select an invoice.
   3. Optionally, to view the invoice, press View invoice details.
5. In the Credit memo items section, complete the following:
   1. In the Currency field, select a currency.
   2. In the Shipping amount field, enter the shipping amount.
6. In the Credit memo items section, enter the following:
   • In the Unity price field, enter the unit price of the credit memo item.
   • In the Quantity field, enter the quantity of units.
   • In the Tax amount field, enter the total amount of tax.
   • In the Tax description field, enter a description of the tax.
   • In the Description field, enter a general description for the credit memo item.
   • In the Invoice item field, select an invoice item.
   • In the Product field, select a product.
   • In the Plan field, select a plan.
     Optionally, to add more items to the credit memo, press Add another credit memo item.
7. Press Create credit memo.

Edit a credit memo

Use this process to manually add, update, or delete a line item or other information in a credit memo.

1. Log in to Rebilly.

2. In the left navigation bar, press Data tables.

3. Press Billing, Credit memos, then select a credit memo.

4. Select from the following:

   Edit an item

   1. On the right of the item, press .
   2. Update the item, then press Update item.
   Delete an item

   On the right of the item, press .

   Add a new item

   1. Under Description, at the end of the items list, press Add item +
   2. Enter the item details, then press Add item.

Filter credit memos

Use this process to filter credit memos in a data table segment based on specific criteria. For example, you can filter credit memos by customer, created time, total amount, and more.

1. Log in to Rebilly.
2. In the left navigation bar, press Data tables, then press Billing.
3. Press Credit memos.
4. At the top of the table, press Filter .
5. Select a filter, then press Apply.
6. To add more filters, press Add filter.

View credit memos

Use this process view credit memos details. To filter credit memos, see Filter credit memos.

1. Log in to Rebilly.
2. In the left navigation bar, press Data tables, then press Billing.
3. Press Credit memos.
4. To view the details of a credit memo, select a credit memo.

Void a credit memo

Use this process to void a credit memo.

1. Log in to Rebilly.
2. In the left navigation bar, press Data tables.
3. Press Billing, Credit memos, then select an issued credit memo.
4. At the bottom left of the credit memo, press Void.