Credit memos in MediaOS are a way for you to establish credit on your customer’s account and then be able to apply that as if it were a payment. Instead of recognizing it as cash, we can put it as a credit memo inside the system.

Setting up a Credit Memo #

1. Navigate to the appropriate open invoice under the client’s accounting tab.
2. Click on + New and choose Credit Memo.
3. Select the account and then click Add Line.

1. Enter the amount of the credit memo in the top, right and then enter a description (ex. Opening Balance Credit).
2. Click Save.
3. Delete the old invoice.
4. Then, go back and view the credit memo you created and click Apply Credit Memo.
5. From here, you can mark the invoice as paid by clicking the checkmark to the left of the invoice and entering the amount of the credit on the right. Click Save.
6. Refresh the page and you should be able to see that the credit has been applied. The invoice will be marked as paid or has a partial application.