How to create a new credit memo?


  • On the home screen, you will get three ways to get to the Credit Memos section.
  • By tapping on the Credit Memos card on the home screen.
  • By tapping on the Credit Memos on the navigation bar at the bottom of the screen.
  • By swiping the screen right and selecting Credit Memos on the left-hand side menu.
  • Tap on the blue ‘+’ button 
  • Edit the credit memo and feed in all the necessary details you want on your credit memo.


  • Tap on the blue button at the bottom of the home screen
  • Select Credit Memos to directly open the Add Credit Memo screen
  • Edit the credit memo or want to save the progress, click on the Save button

Web App

  • Click on the Create a Credit Memo on the top-right corner of the screen
  • Feed the client’s details, items, attachments, payment instructions, and all the necessary information on your credit memo
  • Click on the Create drop-down menu on the top-right of the home screen
  • Feed details and click on the save button
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