How do I add an Item to my credit memo?
Adding a line item in the client memo is very intuitive. Here are the ways you can do it.
iOS/Android
- Tap the Add Line Item column and select the item from the list of previously saved items.
- Feed in the required quantity, rate, and tax, for the particular client memo
- Hit the Save button.
That’s it. You have successfully added a line item to your client memo.
Add a new line item
- Tap on the “+” button at the bottom of the screen.
- Feed all the item details
- Tap on the Save button.
This will save the item and add to the client memo you are creating as well.
Web App
- Click on the “Item List” in the item section of the edit credit memo screen.
- Select the item you need to add and all the details will be added automatically
- Feed the required quantity and the total amount will automatically
Add a new line item
- Click on the “+ Add Line Items” to ring up an empty column for the line item
- Enter the item name, description, quantity, rate, and tax
- The total amount will automatically be calculated
That’s how you would be able to add a line item to your credit memo.