Credit Memo

This page covers the credit memo flow. Use it when the customer account needs a credit adjustment.

What the screen tracks

Field	Meaning
credit_memo_no	Credit memo number
customer	Customer name
credit_memo_date	Credit memo date
memo	Notes
status	Memo status
currency_name	Currency
exchange_rate	Exchange rate
ref_invoice_id	Linked invoice
invoice_reference_no	Invoice reference
location_name	Location
department_name	Department
class_name	Class
project_name	Project
sales_rep_name	Sales rep
ledger_name	Ledger
job_no	Job number
credit	Credit amount
purpose	Purpose
customer_po_ref	Customer PO reference
promise_date	Promise date
contract_period	Contract period
kilometerage	Kilometer value if used
discount_item_id	Discount item
discount	Discount
item_rate	Item rate
unapplied	Unapplied amount
applied	Applied amount
auto_apply	Auto apply flag
service_type	Service type
order_type	Order type
ride_date	Ride date
car_details	Car details
payment_mode	Payment mode
pos_session_id	POS session
credit_memo_details	Line details

Example

A customer is owed a credit after a pricing correction. Bizak records the memo, links the invoice, and stores the credit amount. The team can then apply the credit to a later invoice.