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's more a notification to the customer to say "Hey we owe you money".
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.