Create a New Customer Credit Memo (Article)

Written by Support Team
Updated over a week ago

Create a new Credit Memo

From any screen in ZarMoney, hover over the Sales Center and select the "+" next to Credits/Refunds from the drop down menu.

To enter a new Credit Memo from Customer List:

From any screen in ZarMoney, from the hover over 'Sales' and from the drop-down select Credits/Refund which will take you to the Sales Center.
Select the Customer List tab, hover over Add a new... and select Credit Memo from the drop down list.

To enter a new Credit Memo for a specific customer:

From the customers Transactions screen hover over Add a new... and select Credit Memo. The customer information will already be filled in. The description and price of the items being returned for credit must be entered.