Credit Memos

How do I add an Item to my credit memo?

Last updated: March 21, 2026

Adding line items to a credit memo is straightforward. Here is how:

Add an item from your catalog:

  1. Open the credit memo in edit mode. You will see a Line Items section with a table showing columns for Item, Type, Qty, Rate, and Amount.
  2. Click on the Item name field in any empty row.
  3. As you type, a dropdown appears showing matching items from your saved catalog. Click on one to fill in the name, description, rate, and quantity automatically.
  4. Adjust the quantity or rate if needed. The amount calculates automatically.

Add a brand new item:

  1. Click on the Item name field in an empty row.
  2. At the top of the dropdown, click + add new item to catalog to create a new item and save it to your catalog for future use.
  3. Or simply type the item name, description, quantity, and rate directly into the fields.

Add more line items:

  1. Click the + Add item link at the bottom of the line items table to add another row.

Organize items into sections:

  1. Click the Add section button below the line items table.
  2. Each section can have its own name (like "Materials" or "Labor") and its own list of items.
  3. You can drag and drop items or sections to reorder them using the grip handle on the left side of each row.

Set the item type:

Each line item has a Type dropdown where you can choose Parts, Labor, or Other. This is useful when applying markup to specific types of items.

Add tax to line items:

If your tax mode is set to Per Line Item (in the right side panel), you can click + add tax below the rate column for each item to apply taxes individually.

On the Mobile App

Add an item from your catalog:

  1. Open the credit memo in edit mode.
  2. Tap Add Credit Item at the bottom of the line items list.
  3. Start typing the item name. Matching items from your saved catalog appear in a dropdown. Tap one to fill in the details automatically.
  4. Adjust the quantity or rate if needed.

Add a brand new item:

  1. Tap Add Credit Item.
  2. Type a new item name, description, quantity, and rate directly into the fields.

Set the item type:

Each line item has a Type field where you can choose Parts, Labor, or Other. This controls how markup is applied.

Note: Sections and drag-and-drop reordering are not available on the mobile app. Use the web version if you need to organize items into sections.