To enable the Credit Memo feature, please contact Vinosmith Support: help@vinosmith.com.

Vinosmith has basic support for creating Credit Memos in Vinosmith and applying them as virtual payments against Invoices.

Create a Credit Memo

You create a Credit Memo (CM) starting from a single Invoice. For example, you might need to create a CM because of a broken bottle received upon delivery.

  1. Navigate to the invoice details. Locate the More Actions drop-down and choose New Credit Memo
  2. On the following screen, enter the amount of the CM and a Note (this Note field is important; please see below). 
  3. Create the CM; this CM is now linked to that Account. You can view the Account and in the top properties, there is a link to view the open credit balance.

Important: The Note field is where you enter the complete details on the reason for the CM. This is shown to the Account for payment information. For example, a verbose recommended value might be:

The credit of $10 for a bottle of broken Bishops Peak Pinot Noir 2015 (BPN2015) that was broken upon delivery on 3/21/2020

Note: Credit Memos are not emailed out of Vinosmith. Please use your preferred email to send your account the credit memo.

Apply a Credit Memo To An Invoice as a Payment

Once a CM has been created for an Invoice, you can apply it as a payment against any other Invoice for that same Account.

  1. Navigate to the new Invoice details. Locate the More Actions drop-down and choose Payments
  2. On the create payment screen, any Credit Memos with an active balance for that Account and Supplier are displayed in a drop-down list.
  3. Choose the Credit Memo from the dropdown and enter the dollar amount to apply (it does not have to be the full amount of the CM balance).
  4. Save the payment.