Credit memos in MediaOS allow you to apply a balance to a customer's account without recognizing it as cash. This is helpful for situations like issuing opening balance credits, service adjustments, or other account-level credit activity.
Note: Credit memos are not supported with QuickBooks Online syncing.
Setting Up a Credit Memo #
To create a credit memo, start by navigating to the client's Accounting tab and locating the open invoice you want to work with. Click + New, then select Credit Memo from the available options. Choose the appropriate Account, then click Add Line to begin filling out the memo. Enter the credit amount in the top-right corner and include a clear description, such as Opening Balance Credit. Once complete, click Save to finalize the credit memo.
Applying the Credit Memo #
After saving the credit memo, you’ll need to apply it to the original invoice. If needed, delete the old invoice first. Then return to the credit memo and click Apply Credit Memo. In the list of open invoices, check the box next to the one you want to credit, enter the correct credit amount in the right-hand column, and click Save to apply it.
Once applied, refresh the page. The invoice will reflect the credit and display as either paid or partially applied, depending on the remaining balance.
