How to Create and Apply Credit Memos

Learn how to create, issue, and apply credit memos within the drayOS Accounts Receivable module.

Overview: Credit Memo Process

Credit memos are used to adjust invoice totals for overcharges, disputes, or other billing errors. Follow the steps outlined in this video to:

• Navigate to the appropriate invoice

• Create and issue a credit memo

• Apply it to reduce the balance on an invoice