Credit memos

Managing Credit Memos in Naologic

Credit memos are an essential aspect of managing customer transactions and providing refunds or adjustments when necessary. In this article, we will discuss how to create and manage credit memos in the Naologic Sales module.

Accessing the Credit Memos App

To access the Credit Memos app in Naologic:

Locate the "Sales" tab in the global navigation.
Hover over the "Sales" tab to reveal the options.
Select "Credit Memos."

You will now be in the Credit Memos table, where you can view existing credit memos and create new ones.

Registering a New Credit Memo

To register a new credit memo:

Click the "Register Credit Memo" button at the top of the Credit Memos table.
Fill in the credit memo basics, including the customer, order or invoice number, and date.
Add the items included in this credit memo and specify the quantities and prices.
Specify the shipping method associated with the credit memo, if applicable.
Determine the payment terms for the credit memo.
Associate a lead source with the credit memo, if applicable.
Input any relevant credit note financial terms or adjustments.
Leave a note explaining the reason for issuing the credit memo, if necessary.
Click "Create Credit Memo" to save and add the credit memo to the Credit Memos table.

Credit Memo Statuses

There are two primary statuses for credit memos:

Paid: The credit memo has been paid or applied to the customer's account.
Unpaid: The credit memo has not yet been paid or applied.

Monitoring credit memo statuses helps ensure that customers receive their refunds or adjustments promptly and accurately.

Effectively managing credit memos is crucial for maintaining customer satisfaction and handling refunds or adjustments efficiently. By understanding how to create and manage credit memos in Naologic, you can address customer concerns and ensure a smooth transaction process. Follow these steps to manage credit memos effectively and improve your customer service efforts.