Skip to main content
Skip table of contents

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.


  • Location: filters by the location selected

  • Date range to span a date range for the invoices

Click here to expand...

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.

JavaScript errors detected

Please note, these errors can depend on your browser setup.

If this problem persists, please contact our support.