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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


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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.

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