Applying Credit Notes

If you need to issue your client with a Credit Note, you will need to create a Special Invoice > Credit Memo in ConnectWise Manage and then apply in both ConnectWise and your accounting package. 

Here is a step-by-step process to follow:

  1. Create a Credit Memo in ConnectWise. A Best Practice tip is to name it with the related invoice, for example, CN + the Inv#. Naming the Credit Memo this way will make for easy tracking.
  2. Sync the Credit Memo to your accounting package via Invoice Sync and manually apply the credit to the invoice in the accounting package
  3. Return to ConnectWise Manage and manually apply the Credit Memo against the invoice which you are crediting. 
S
Suzette is the author of this solution article.

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