Credit Memos

Issue a credit against an invoice and apply it to a balance, in full or in part.

A credit memo is a credit issued against an invoice, for a scope-change credit, a goodwill adjustment, or an overbill correction.

Fields

Linked invoice.
Reason.
Line items (positive amounts).

A credit memo detail page showing the credit amount, reason, source invoice, applied status, and audit trail — A credit memo, fully applied against its source invoice.

How a credit gets used

A credit memo starts Issued. Apply it against an invoice balance, in full or in part. Manuall tracks each application, so a partial credit shows its remaining balance, and the memo flips to Applied once it's fully consumed.

A credit memo is an accounting credit, not a card refund.

It reduces what a customer owes. A card refund is done from the invoice (or the Payments page), and Manuall books the credit memo for it automatically. When you pay an Issued credit out by check, cash or bank transfer, use Mark Refunded and record the date, method and reference; it then shows on the Payments page next to the card refunds.

The Mark Refunded form with the amount being returned, a date, a method dropdown, a reference and a note — Paying a credit out by check or cash: record how, and it joins the Payments page next to the card refunds.

A credit memo marked Refunded, with a callout naming the amount, the method, the check number and the date — A credit paid out: the detail says how and when.

Print view

Standard template, same logo and business info as your invoices. Print to PDF from the browser.

Plan tier

Credit Memos is on every plan.