Credit Memos

A credit memo is used in Church Windows to apply a vendor-issued credit to an outstanding bill or to adjust a previously recorded expense. This reduces the amount owed to the vendor without issuing a separate payment.

Credit memos may be applicable in a number of cases such as

• A refund for returned goods or overcharges

• A discount adjustment or promotional credit

• A correction for a previously overpaid invoice

Entering a Standalone Credit Memo

1. Navigate to Transactions > Enter Bills and select the vendor

2. In a new line item, enter the credit amount and check the CR Memo box

3. Click Done - Add to Batch

4. Click Post