Help Topics NWCA

Customer Credit Memo Procedure

  1.  Credit Memos to customers accounts can only be generated by the bookkeeper
  2. They are used for damaged orders, returns, discounted orders, trade outs etc. 
  1. 1

    Notify the bookkeeper of Credit to customer

    • Notify bookkeeper of the amount of customer credit on their account.
    • Bookkeeper will apply credit to their account
    • Bookkeeper will send credit memo to customer.