The Goal: Locate and review credit memos — either on a specific contact's record or across all contacts — with the ability to filter by status such as open balance.
Before You Begin:
- Credit memos can be viewed in two places: on an individual contact's Billing tab, or in the All Credit Memos page in the Billing section. The All Credit Memos page provides additional filtering capabilities across all contacts.
View Credit Memos for a Specific Contact
- Navigate to the desired contact's record.
- Click the Billing tab to view credit memos associated with that contact.
View and Filter All Credit Memos
- Go to Finance, Billing section, click All Credit Memos.
- Use the available filter options to narrow results as needed — for example, filter to credit memos with an open balance.
Common Pitfalls
- Limited View from Contact Record: The contact's Billing tab shows only that contact's credit memos. For a full list across all contacts with filtering options, use All Credit Memos in the Billing section instead.