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Help Documentations / How to Add a Credit Memo?

How to Add a Credit Memo?

1. Click on Subscribers

2. Search for the subscriber or select from the list.

3. Click on Packages & Invoices

4. Click on the three dots.

5. Click on “New Credit Memo.”

6. Input a Memo description.

7. Choose an invoice to apply this credit memo.

8. Or set the applicable credit amount.

9. Save your work.

10. Credit Memo added to Transactions.

View PDF or Send Credit Memo via Email

11. Click on the Credit Memo

12. Click on View PDF

13. Click on Email

14. Credit Memo is automatically attached on the email.

15. Click Send.

16. Click “Delete” to remove the Credit Memo from Transactions.

17. Read and acknowledge the pop-up message.

Click, “Yes,” to remove the credit memo.

💡 For more information about this and all other features in Visp, reach out to your Visp Client Success Team today.
Phone: 541-955-6900

Email: success@visp.net

Open a ticket via www.visp.net/ticket

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14. Add Equipment Charge to an Invoice

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31. How to Add a Credit Memo?

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