The Goal: Understand the full credit memo workflow — from viewing and creating credit memos to applying them to invoices, configuring auto-apply, and voiding them when needed.
Before You Begin:
- Credit memos can be issued to contacts for a variety of reasons — for example, if an event is canceled and your organization has chosen not to issue refunds, credit memos allow you to give registrants a credit toward a future event or invoice.
- Credit memos can be created from a contact record via the Billing tab or from the All Credit Memos page in the Billing section.
Credit Memo Topics
Use the following linked articles to understand each step of the credit memo lifecycle:
- View Credit Memos — See credit memos on a contact's Billing tab or across all contacts in the All Credit Memos page in the Billing section, with filtering by status (e.g., open balance).
- Add or Apply a Credit Memo — Create a new credit memo for a contact or apply an existing credit memo to an open invoice.
- Auto-Apply Credits — Configure the system to automatically apply credit memos to newly created invoices for a contact.
- Void a Credit Memo — Void a credit memo that is no longer needed. Note: voiding is only available if the credit has not been applied to an invoice and the date falls outside your deletion window.
Common Pitfalls
- Credit Not Automatically Applied to New Invoices: By default, credit memos are not auto-applied. If you want credits to apply automatically to future invoices, configure Auto-Apply Credits under your Finance General Settings.
- Cannot Void an Applied Credit: Once a credit memo has been applied to an invoice, the Void option is unavailable. You must unapply the credit before voiding it.