How do I add a client to my credit memo?

Every credit memo in InvoiceOwl is tied to a client. Here is how to add or change the client:

When creating a new credit memo:

1. Click Credit Memos in the left sidebar.
2. Click the New Credit Memo button.
3. The first step asks you to select a client. Use the search box to find an existing client by name or company.
4. Click on the client to select them. A draft credit memo is created automatically and you move to the full form.
5. If the client does not exist yet, click + Add new client at the bottom of the list to create one without leaving the page.

To change the client on an existing credit memo:

1. Open the credit memo and click the Edit button in the top right corner.
2. In the edit form, find the Client section near the top. It shows the currently selected client.
3. Click the Change button next to the client name.
4. A dialog opens where you can search for and select a different client, or click New to create one.

On the Mobile App

When creating a new credit memo:

1. Tap the More tab, then tap Credit Memos, then tap the + button. You can also tap the center + button and choose Credit Memo.
2. A client selector appears first. Search by name or company and tap the client to select them.
3. If the client does not exist yet, tap Add New Client to create one without leaving the screen.

To change the client on an existing credit memo:

1. Open the credit memo and tap Edit (available for drafts only).
2. Tap the Change button next to the client name at the top of the form.
3. Search for and select a different client.