Credit memos on the company details page

^{Moderate Upgrade}

📝 Note: The feature is Generally Available (GA). For more information on feature status, see Product lifecycle phases.

A Credit Memos table is added on the Billing tab of the company details page, below Invoices. Authorized users can review credit memo amounts, remaining balances, and statuses for the company, and can search or filter the list without leaving the page.

UI updates

The Credit Memos table includes the following columns:

• Credit Memo Number
• Creation Date
• Customer
• Total Amount
• Balance Remaining
• Status

The table supports search, filter by status, filter by creation date range, and pagination (five rows per page). Authorized users can create a credit memo from the table.

Feature enablement

This feature is enabled by default.

Setting enablement

No setting enablement is required.

Documentation

Refer to the following:

• View and manage company details
• Credit memos
• Create credit memos
• Manage credit memos