Credit memo
A document reducing what a customer owes without returning cash, such as a discount after the fact or a goodwill adjustment.
In Solo Superstars
Solo Superstars handles this as a refund to store credit or as a negative adjustment on the invoice rather than a separate memo document.
The key difference from a refund is that no money moves. That changes how each view reads it:
| Situation | Accrual view | Cash view |
|---|---|---|
| Credit on an invoice not yet paid | Revenue goes down by the credit | Nothing changes; the smaller amount is counted when the customer pays |
| Credit on an invoice already paid, refunded in cash | Revenue goes down on the refund date | Revenue goes down on the refund date |
| Credit on an invoice already paid, kept as store credit | Revenue goes down | No cash change; the customer holds a balance to spend later |
A lower invoice balance is never treated as money received. Only an actual payment counts on the Cash view.
Example
You knock $100 off a $1,200 invoice for a missed deadline: the invoice balance becomes 1,100 and revenue is reduced by 100.
Harbor Lane Coffee delivers 20 bags of House Blend 1kg to a hotel for $600, invoiced but unpaid. Two bags arrive damaged, so the café credits $60. The receivable drops to $540. On the Accrual view, revenue for the sale is $540. On the Cash view nothing appears yet; when the hotel pays $540, the Cash view counts $540 on that day.
Codes shown are the defaults a new workspace starts with. Yours may be renamed or renumbered — check Accounting › Chart of accounts. See the full default chart.
Also called
- credit note
Related
- Refund — Money returned to a customer. Recorded as a negative payment against the original so the invoice’s net stays right.
- Store credit — A refund issued as credit the customer can spend with you later. A liability, not cash.
- Invoice — Your request for payment. Sending one books revenue and a receivable; the customer pays through the hosted link.
- Cash basis — Counting revenue when money lands and expense when you actually pay. Simpler, and what most sole proprietors file on.
- Accounts receivable — Invoices you have sent that customers have not paid yet. An asset, because the money is coming.