Navigating to Credit Memos

Written by Uday Kumar Updated

Overview

The Credit Memos page in SmartCustomer is the central location for viewing and managing all customer credit memo records synced from your ERP. It provides a real‑time list of credit memos to support adjustments, write‑offs, and application of credits against open invoices.

How to Access the Credit Memos Page

To access the Credit Memos page:

  1. In the left sidebar, click the SmartCustomer icon.

  2. In the top navigation bar, click Credit Memos.

  3. The page title area will display Credit Memos, and the credit memo list will load, showing all synced credit memo records by default.

Figure 1. SmartCustomer – Credit Memos Page