Task 17: Create credit memos
Docs: Create a credit memo
Here is a short video tutorial on creating a credit memo:
Use Rebilly to create a credit memo.
- Customer name: Dale Moore
- Description: Store credit
- Reason: Customer credit
- Create a credit memo from a specific invoice: Ensure this checkbox is not selected.
- Currency: USD
- Unit price: $10
- Quantity: 1
- Description: Store credit
- Product: Ensure this checkbox is not selected.
- Plan: Ensure this checkbox is not selected.
- Customer name: Mandi Morano
- Description: Credit for unused consulting services.
- Reason: Return
- Create a credit memo from a specific invoice: Select this checkbox.
- Invoice: 000001
- Currency: USD
- Shipping amount: Do not complete this field.
- Tax amount: Do not complete this field.
- Unit price: $375
- Quantity: 1
- Description: Credit for unused consulting services.
- Invoice item: Basic consulting
- Product: Consulting
- Plan: Basic consulting
- Customer name: Evan Carlson
- Description: Sweepstakes prize winner.
- Reason: Other
- Create a credit memo from a specific invoice: Ensure this checkbox is not selected.
- Currency: USD
- Unit price: $50
- Quantity: 1
- Description: Sweepstakes prize winner.
- Product: Ensure this checkbox is not selected.
- Plan: Ensure this checkbox is not selected.