Credit Memos Dashboard
Navigate to Financials > Credit Memos
under Accounting on the left-hand side of the screen.
To perform advanced filtering in Excel, select Download All.
Filters
Location: filters by the location selected
Date range to span a date range for the invoices
Credit Memos - Lists all manual credits placed on an account during the date range selected. If a credit is used, the item will be removed.
Cash Down Discount Credit Memos - shows all credits added to an account that was rounded down. Set the preference in More > Admin > Preferences
.