ServiceFlow Pro Docs
Invoices & Payments

Credit Memos

Elijah Johnson · Published · Updated · 4 min read
Credit Memos is the workflow at /invoices/credit-memos/:id. Credit memos represent money owed to the customer, for example after voiding a paid invoice or issuing a goodwill credit. Manage them from the Credit Memos tab on Invoices or open individual memos at /invoices/credit-memos/:id.
Invoice detail payment modal also lists open credit memos when applying credit to an invoice. View all credit memos with search and pagination. See summary stats (open balance, applied, voided counts). Open a memo detail page with original amount, remaining balance, linked invoices, and reason. Apply open credit to an invoice from Record Payment on /invoices/:id (payment method Apply available credit memo). Void an open credit memo from list or detail. Auto-create credit memos when voiding paid invoices (optional prompt on void). Permission to record payments on invoices when applying credit. Customer with at least one open credit memo to apply against an invoice. Search by credit number or customer. Click a row to open /invoices/credit-memos/:id. Open the target invoice /invoices/:id with an outstanding balance. Choose payment method Apply available credit memo (or select a specific memo). /invoices/credit-memos/:id step 5 is Review credit memos.

Overview

Credit memos represent money owed to the customer — for example after voiding a paid invoice or issuing a goodwill credit. Manage them from the Credit Memos tab on Invoices or open individual memos at /invoices/credit-memos/:id.

How to access

AreaMenu pathRoute
Credit memo listInvoices → Credit Memos tab/invoices?tab=credit-memos
Credit memo detailClick a row/invoices/credit-memos/:id
Invoice detail payment modal also lists open credit memos when applying credit to an invoice.

How do you view all credit memos with search and pagination?

View all credit memos with search and pagination.
  • View all credit memos with search and pagination.
  • See summary stats (open balance, applied, voided counts).
  • Open a memo detail page with original amount, remaining balance, linked invoices, and reason.
  • Apply open credit to an invoice from Record Payment on /invoices/:id (payment method Apply available credit memo).
  • Void an open credit memo from list or detail.
  • Auto-create credit memos when voiding paid invoices (optional prompt on void).

Prerequisites

  • invoices:view to see credit memos.
  • Permission to record payments on invoices when applying credit.
  • Customer with at least one open credit memo to apply against an invoice.

Step-by-step

Review credit memos

  1. Go to Invoices (/invoices).
  2. Select the Credit Memos tab.
  3. Search by credit number or customer.
  4. Click a row to open /invoices/credit-memos/:id.

Apply credit to an invoice

  1. Open the target invoice /invoices/:id with an outstanding balance.
  2. Click Record Payment.
  3. Choose payment method Apply available credit memo (or select a specific memo).
  4. Enter amount up to the lesser of invoice balance and remaining credit.
  5. Confirm — invoice balance and memo remaining amount update.

Create a credit via voiding an invoice

  1. Open a paid invoice on /invoices/:id.
  2. Choose Void.
  3. Confirm creating a credit memo for the paid amount when prompted.
  4. Find the new memo on the Credit Memos tab.

Void a credit memo

  1. From list or detail, choose Void.
  2. Confirm — voided memos cannot be applied.

Current limitations

  • Staff cannot create arbitrary standalone credit memos from the Credit Memos tab alone in all flows — many credits originate from void workflows or API-backed processes.
  • QuickBooks sync for credit memos requires QuickBooks integration enabled separately.
  • Partial application is supported; over-application is blocked at validation.

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