- From any screen in ZarMoney, hover over the Customers tab and select New Credits & Refunds from the drop down menu.
To enter a new Credit Memo from Customer List:
- From any screen press the Customers tab which will take you to the Customer 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.