Toolbar Actions – Credit Memos

Overview

Use the toolbar at the top‑right of the Credit Memos page in AR Remittances (SmartCustomer) to search, refine, configure, export, and change the currency view for credit memo records.

The toolbar includes:

• Search Credit Memos

• Filter Credit Memo Records

• Customize Table Columns

• Export Credit Memos

• Currency Toggle (Base vs Foreign)

Figure 1. Credit Memos Toolbar – AR Remittances

1. Search Credit Memos

Use the search box to quickly locate specific credit memos.

How to search:

• Go to the Credit Memos page in AR Remittances.

• Click in the Search field on the toolbar.

• Type a value such as:

  • Credit Memo ID

  • Customer Name

• The list updates to show only credit memos that match your search term.

• Clear the search text to return to the full (unfiltered) credit memo list.

Figure 2. Searching Credit Memos – Credit Memos Toolbar

2. Filter Credit Memo Records

Use Filters to display only the credit memos that meet certain criteria (for example, large unapplied amounts or credit memos for a specific customer or entity).

How to filter credit memos:

• On the Credit Memos page, click the Filter (funnel) icon on the toolbar.

• In the filter panel, choose a Column (for example, Credit Memo ID, Customer Name, Entity, Type, Status, Amount, Amount Applied, Amount Unapplied, Credit Memo Date).

• Select an Operator such as:

  • contains

  • equals

  • greater than

  • less than or equal

  • before

  • after

• Enter the Value for the filter.

• Apply the filters to update the Credit Memos list.

• Remove individual filter rows or use Clear Filters (if available) to reset the view.

Figure 3. Filter Panel – Credit Memos Toolbar

3. Customize Table Columns

Use Edit Columns to control which credit memo fields appear in the table and in what order.

How to customize columns:

• On the Credit Memos page, click the Edit Columns (column) icon on the toolbar.

• In the Edit Columns panel:

  • Select checkboxes for columns you want to show.

  • Clear checkboxes for columns you want to hide.

  • If supported, drag and drop columns within the panel to change their order.

• Apply your changes to refresh the Credit Memos table.

• Use Restore Default (if available) to return to the standard column layout.

Figure 4. Edit Columns Dialog – Credit Memos Toolbar

4. Export Credit Memos

Use Export to download credit memo data for offline analysis, sharing, or reconciliation.

How to export credit memos:

• On the Credit Memos page, apply any search and filter criteria you need.

• Click the Export (download) icon on the toolbar.

• Confirm the export (typically CSV).

• Save the exported file to your computer.

The export generally includes the credit memos visible in your current (filtered) view and respects your active column configuration.

5. Currency Toggle (Base vs Foreign)

Use the Currency toggle to control how monetary values are displayed on the Credit Memos page.

How to use the currency toggle:

• On the Credit Memos toolbar, locate the Currency control with Base and Foreign options.

• Click Base to show amounts (for example, Amount, Amount Applied, Amount Unapplied) in your organization’s base currency.

• Click Foreign to show the same fields in the credit memo’s original transaction currency.

• The selection applies to all monetary columns in the Credit Memos list.

Figure 5. Currency Toggle – Credit Memos Toolbar

Tip: Use Base for consolidated reporting across entities, and Foreign when reconciling credit memos to ERP transactions or other records in the original currency.