How to create a new credit memo?

iOS/Android

• On the home screen, you will get three ways to get to the Credit Memos section.
• By tapping on the Credit Memos card on the home screen.
• By tapping on the Credit Memos on the navigation bar at the bottom of the screen.
• By swiping the screen right and selecting Credit Memos on the left-hand side menu.
• Tap on the blue ‘+’ button 
• Edit the credit memo and feed in all the necessary details you want on your credit memo.

Or,

• Tap on the blue button at the bottom of the home screen
• Select Credit Memos to directly open the Add Credit Memo screen
• Edit the credit memo or want to save the progress, click on the Save button

Web App

• Click on the Create a Credit Memo on the top-right corner of the screen
• Feed the client’s details, items, attachments, payment instructions, and all the necessary information on your credit memo
• Click on the Create drop-down menu on the top-right of the home screen
• Feed details and click on the save button