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in this video Ill cover adding in a credit memo for a client so first open the client account and find either the invoice that you would like to credit or create a general credit memo so two options the first is Im sorry editing this invoice adding a line item changing that line item type to other and you can create a credit on this invoice and essentially just back it out with a negative dollar amount and it zeros out the balance and safe so thats one way and then the other way would be to create a new invoice and again this would be considered a credit memo and the unit price will give this customer a thousand dollar credit memo and Im not going to tax that and save so the two ways that you would set up a credit memo are one a negative invoice amount with the line item of other and the description is credit memo or two when you edit the line item and create a credit directly on the invoice and then three you can discount the invoice when I hit edit and I give a hundred percent di
