Sales & getting paid
Credit memos, refunds and delayed charges
Give a customer credit, refund their money, or record a charge to invoice later.
Credit memo
A credit memo reduces what a customer owes (a return, a damaged item, a goodwill credit). Apply it to one of their open invoices from the invoice page, or leave it on their account to use later.
Refund receipt
A refund receipt records money you paid back to a customer, from the bank or card account you refunded from.
Delayed charges and credits
A delayed charge records something you'll bill for later without posting it yet — handy for work in progress. Add delayed charges to the customer's next invoice. Delayed credits work the same way for credits.