Client Credit Memos

A Credit Memo is an issued document indicating that the Client Company's account has been credited with a determined amount. It is usually issued in response to various scenarios, often involving overpaid invoices or billing errors. The purpose of a Credit Memo is to rectify a billing discrepancy or acknowledge a refund owed to the Client Company.

Client Credit Memos are very similar to Client Invoices with a few minor differences:

• Client Credit Memos can't have Client Line Items that are non-negative.
• Client Credit Memos are generated from Client Invoices; You can't send a Client Invoice out that has an Invoice Total that's negative. In such cases you would need to generate a Client Credit Memo.
• When a Client Credit Memo is sent to a customer, it doesn't require payment; It is simply a notification to the customer telling them "We owe you a credit".

Properties

• Document Number: The document number.
• Document Date: The date the document was created.
• Client Account: The client account associated with the document.
• Client Account Id: The ID of the client account associated with the document.
• Status: The status of the document.
• Notes: Any notes about the document.
• Client Name: The client name.
• Total Amount: The total amount of the document.
• Applied Amount: The amount of the document that has been applied.
• History: The history of the document.
• Last Emailed At: The date and time the document was last emailed.
• Last Printed At: The date and time the document was last printed.
• Voided At: The date and time the document was voided.
• Refunded At: The date and time the document was refunded.
• Override Settings: Any override settings for the document.
• Line Items: The Client Line Items on the memo.

How To?

How Do I Apply a Credit Memo?

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