Create a Credit Memo

Sometimes you have to give your customers some credit.

ServiceCore allows you to create credit memos to easily keep track of any credits you've given to your customers. Credit Memos can then be applied to invoices you've created for your customers.

In this article, we'll walk through the steps to create, apply, and find credit memos.

Before You Start

Here are some things to know before you begin this process:

Create a Credit Memo

To create a credit memo, follow these steps:

  1. In the header, click the (+) icon
  2. From the list of options that appear click Create Credit Memo
  3. Enter or type in the Customer field to search for the customer
  4. Click on the appropriate Customer from the list of customers that appearmceclip1.png
  5. Select Credit Memo Date
  6. Enter in Emails (optional)
  7. Use the Search Bar to add Services
  8. Select a Tax Rate (if applicable)
  9. Enter in a Message Displayed on Credit Memo (optional)
  10. Enter in an Internal Memo (optional)mceclip2.png
  11. Upload any Attachments (optional)
  12. Determine how you would like to send the credit memomceclip3.png
  13. Click Save and...mceclip4.png

Viewing Credit Memos

If you clicked to Save and View Credit Memo, you will be taken to the credit memo details page.


From here, you can take any action needed on this credit memo: edit it, apply it, email it, print it, or void it out.

Credit Memos can be found in the Accounting section of ServiceCore under the Credit Memo tab. Use the search bar or click the Filter by button to narrow down results by status, division, or credit memo date range.mceclip6.png

Open credit totals will also be displayed on your customer's profile in ServiceCore.mceclip7.png

Applying Credit Memos

If you created a Credit Memo and selected the Apply Credit Memo option, it will take you to the Record Payment screen.


Credit will already be selected as a Payment Method, along with the credit memo you created. You will be able to apply the credit to any available invoices.mceclip9.png

For a customer who has an existing credit memo available, you can go directly to recording a payment by clicking on the plus sign (+) in the header.mceclip10.png

For Next Steps

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