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How do I give a Client a credit towards their Account?

  • Updated April 14, 2026 19:02
There are 3 options to give a Client a credit or discount:

 
  1. Discount the invoice. 
  2. Discount the Invoice line items.
  3. Add a retainer for the credit amount.
When filling out the New Retainer fields, enter Credit Memo in the Note section.

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