Credit Memo

Credit Memo

Issuing a Credit Memo 

A Credit Memo is an amount you owe to your clients. A credit memo might be issued if your client has prepaid for services, or returned a purchase for credit. 

To issue a credit memo: 

Select the desired account and select Invoice from the Accounts Receivable menu and select Add .  

When entering the invoice information, leave the Due Date field blank and enter the Invoice Total as a negative amount. For example, to enter a credit of $100.00, the Invoice Total would be entered as -100.00. Unique will then subtract this amount from the Balance Due for the account. 

The credit memo will be applied automatically when the next payment is entered to the account.