A credit memo is how you document money a customer should not have to pay, or money you want to credit back to them. It keeps the adjustment separate from the original invoice, which makes your records easier to explain later.
Use credit memos for overpayments, service delays, billing corrections, refunds, or goodwill credits.
Start a new credit memo#
Open Credit Memos from the sidebar, then create a new credit memo. Reinvoice shows the credit memo form beside a live preview, so you can review the document as you build it.
Add the customer#
Enter the customer name, email, and address. Use the same customer details you used on the invoice whenever possible. That makes it easier to connect the credit to the right account.
Explain the reason#
Do not skip the reason. A short note like “Credit for duplicate payment” or “Service credit for delayed delivery” can save confusion months later.
Add credit items#
Add at least one credit line item with a description, quantity, and rate. Reinvoice calculates the subtotal and total credit from those items.
Save draft or issue credit#
Choose Save Draft if you need to confirm the amount. Choose Issue Credit when the credit is final. Once saved, you can download a PDF for your records or share it with the customer.
Keep credits tied to the right customer#
Apply credits only to invoices for the same customer. This keeps balances clean and prevents a credit meant for one customer from affecting another customer account.
When in doubt, write it down#
The best credit memo answers two questions quickly: why does this credit exist, and how much is it worth? If your memo does both, future you will thank present you.