> For the complete documentation index, see [llms.txt](https://docs.xorosoft.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.xorosoft.com/xoroerp-1/sales/credit-and-deposit/credit-memo/credit-memo-centre.md).
# Credit Memo Centre
### **What is Credit Memo Centre?**
The **Credit Memo Centre** in XoroERP is a centralized module that allows users to manage, track, and process credit memos efficiently. Credit memos are issued when a customer returns goods, when adjustments are needed, or when refunds are processed against sales orders.
**Location in System:**\
`Menu > Sales > Credit & Deposit > Credit Memo Centre`
This module helps businesses keep accurate financial records, issue refunds, apply credits to invoices, and ensure that all transactions related to customer credits are properly accounted for.
***
### **Fields and Options**
#### **Header Options (Dropdown)**
* **Print** – Print the selected credit memo.
* **Add to Email Queue** – Add the credit memo to the system’s email queue for sending.
* **Show Transactions** – View the journal transactions linked to the credit memo.
* **Batch Delete** – Delete multiple selected credit memos at once.
***
#### **Header Filter Fields**
* **Store** – Dropdown list of all stores in the system; users can filter credit memos by selecting the relevant store.
* **Search By** – Dropdown with two options:
* **Credit Memo Header** – Search by header-level details.
* **Credit Memo Line** – Search by line-level details (items, quantities, etc.).
* **Status** – Dropdown of credit memo statuses:
* Open
* Partially Applied
* Applied
* Void
* Partially Refunded
* Refunded
* Transferred
* Partially Transferred
***
#### **Header Search Fields**
* **Credit Memo#** – Unique identifier for the credit memo.
* **Customer Name** – Filter credit memos by customer.
* **All References** – Search across references (order, invoice, etc.).
***
#### **Context View (Right-Click Options)**
*(Functional when “Credit Memo Header” is selected in Search By field)*
* **Open** – Open the selected credit memo in detail view.
* **Refund Balance** – Opens a popup for *Customer Refund* to issue refunds against the credit.
* **Apply on Invoice** – Opens *Apply Credit/Deposit* module to apply credits on invoices.
* **Show Applied on Invoice(s)** – Displays all invoices where the credit has been applied.
* **Show Refund(s) from Credit** – Shows refunds that have been issued from the credit memo.
* **Show Credit Transfers** – Displays details of credits transferred between entities.
* **Show Transactions** – Opens the *Journal Transaction View* to see accounting entries.
* **Show Serial Number(s)** – Lists serial numbers tied to returned items.
* **Show Activity** – Displays the activity log of the credit memo.
* **Edit in New Window** – Opens the credit memo in a separate window for editing.
***
#### **Header Icons**
* **Refresh** – Reload the data.
* **Save** – Save any changes.
* **Search** – Execute a search based on filter criteria.
* **Copy Link** – Generate a shareable link to the credit memo.
* **Columns**
| **Column** | **Description** |
| -------------------------- | --------------------------------------------------------------------------------------------------------------- |
| Date | The date when the credit memo was created. |
| Credit Memo Number | Unique identifier assigned to the credit memo. |
| Return Store | The store where the returned goods were received. |
| Sale Store | The store where the original sale took place. |
| Customer | Name of the customer associated with the credit memo. |
| Sales Rep | Sales representative linked to the transaction. |
| Ref Number | Reference number (invoice, order, or related doc). |
| Item Type | Type/category of item (e.g., product, service). |
| Item | The returned item or product code. |
| Description | Details of the returned item. |
| Unit Price | Price per unit of the item. |
| EUP | Extended Unit Price (line-level calculation). |
| Qty | Quantity of items returned. |
| Project/Class Name | Project or class associated with the transaction. |
| UOM | Unit of Measure (e.g., pcs, kg). |
| Discount | Discount applied to the item. |
| Amount | Total credit amount for the line. |
| Tax Code | Tax code applied on the item. |
| Tax Amount | Tax amount credited back. |
| Return Code | Code indicating reason for return. |
| Return Notes | Notes about the return. |
| RMA# | Return Merchandise Authorization number. |
| ASN# | Advance Shipping Notice number if applicable. |
| Charge Code | Any charge code applied (e.g., restocking fee). |
| Alternative Number 1 | Custom alternative item reference. |
| Alternative Number 2 | Additional custom reference. |
| Alternative Number 3 | Third custom reference. |
| Item Category | The category of the returned item. |
| Item SubCategory | The subcategory of the returned item. |
| Item Income Return Account | GL account used for credit/return posting. |
| Custom Price 1–5 | User-defined custom pricing fields for flexibility. |
| Email Sent? | Indicates whether an email notification was successfully sent to the customer upon creation of the credit memo. |
### **Use Cases**
* **Refund Management** – Businesses can issue refunds directly from credit memos.
* **Applying Credits** – Credits can be applied to open invoices, reducing outstanding customer balances.
* **Returns Tracking** – Easily track returned items, reasons, and related authorizations (RMA/ASN).
* **Financial Reconciliation** – Journal transactions provide accurate financial records.
* **Multi-Store Handling** – Filter and manage credit memos across different stores.
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