Credit Memos

Prerequisites

Basics

  • You can issue credit memos to reduce the amount owed by a customer for an invoice.

  • You can apply a credit memo to one or multiple invoices for a customer.

Completing a Credit Memo

  1. Add a credit memo

  2. Add invoice items or price book items to the credit memo

  3. Apply the credit memo to one or multiple invoices

Step-by-Step Guides

Adding a Credit Memo

  1. Access FieldFX Back Office

  2. Open the Credit Memos tab

  3. Click New

  4. Enter details

  5. Click Save

  6. Add credit memo items

Applying a Credit Memo to an Invoice

  1. Access FieldFX Back Office

  2. Open the Invoices tab

  3. Open the invoice

  4. Move down to the Credit Memo Applied related list

  5. Click New Credit Memo Applied

  6. In Credit Memo, select the credit memo

  7. In Date, select the date on which to record this transaction

  8. In Amount, select the amount to apply to this invoice

  9. Click Save

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