Overview
Customer credit memos and cash credits are used when value needs to be returned or held in the customer account rather than treated as a standard sale. The list screens help users review, follow up, and trace those credit documents.
Helpful note: Use the refunds guide for creating refund transactions. Use this guide when reviewing or following up the resulting customer credit activity.
Where To Find It
Path: Customers > Customer credit lists and memo review
How to review customer credit memos, cash credits, and related customer credit activity in QBM so balances and follow-up stay clear.
How It Works
QBM stores customer credit documents and shows them in dedicated lists for review. Users can open the list, locate the relevant credit, and review the document details or related customer balance impact.
Main Areas
| Area | What It Means | When To Use It |
|---|---|---|
| Credit memo list | Shows customer credit memo documents. | Use it to review issued customer credits and their history. |
| Cash credit list | Shows customer cash-credit style documents where used. | Use it when reviewing value returned or held for a customer. |
| Customer credit review | Helps users trace the effect of credit documents on the customer account. | Use it during follow-up, balance review, and customer queries. |
Recommended Workflow
- Open the appropriate customer credit list for the type of credit you want to review.
- Search for the customer, date, or reference you need.
- Open the selected document and confirm the amount, reason, and status.
- Review how the credit affects the customer account or whether it has been used already.
- Use the result in follow-up, reconciliation, or customer communication.
Best Practice
- Use clear references and reasons so credit documents are easy to understand later.
- Check whether a credit has already been applied before taking further action.
- Review customer credits regularly to keep balances accurate.