Clibase Tech - EMS Admin Portal
  • Introduction
  • Login Page
  • Branch Level
    • Branches
    • Dashboard
    • Todays Client Login
    • Order Management
      • Order Tracking
      • Order Statuses
      • Manage Delivery
      • Order Batch Upload
      • Uploaded Orders
    • Sales Channels
      • Sales Invoice
        • Manual Invoice
      • Point of Sales
        • KDS Devices
        • Discount Types
        • Void Reasons
        • Resources
        • Resource Sections
        • Table Plan
      • Messenger Store
        • Announcements
        • Testimonials
        • Welcome Slides
        • Splash Screens
        • Comment Reply
        • Quick Menu
      • Website Store
        • Themes
        • Preferences
    • RSVN Management
      • Client Reservations
      • Calendar Events
    • Catalog
      • Products
        • How to manually add a product?
        • How to manually change the category of your product?
        • How to manually edit the product details?
        • How to manually delete a product?
        • How to tag components?
      • Addon Types
        • How to manually add Addon Types?
      • Tags
        • How to manually create tags?
      • Categories
        • How to manually add categories?
      • Parent Categories
        • How to manually add parent categories?
      • Brand
        • How to manually add brand?
      • Generic Type
        • How to manually add generic type?
      • Division
        • How to manually add Division?
      • Family
        • How to add family?
    • Services
      • List
        • How to manually add services?
      • Service Categories
        • How to manually add service categories?
      • Validities
        • How to manually add vadilities?
      • Duration
        • How to manually add duration?
    • Inventory
      • Purchase Order
        • Purchase Request
          • How to add purchase request?
        • Purchase Order List
          • How to add purchase order?
          • How to tag serial numbers?
        • PO Requests
        • PO Serial Numbers
      • Batch Upload
      • Stocktake Count
      • Manual Adjustment
      • Waste Disposal
      • Product Expiry
      • Product Transfer
      • Return to Supplier
        • RTS List
        • RTS Voucher Number
      • Suppliers
    • Marketing
      • Loyalty Program
        • Pointing System
        • Reward System
        • Loyalty Points Log
      • Retention Strategy
        • Auto Follow-up
        • Cancellation Reasons
        • Client Cancellations
      • Drip Promotions
      • Automatic Discounts
      • Discount Codes
      • Gift with Purchase
      • Kits and Bundles
      • Shipping Coupon Codes
      • Client Feedbacks
      • Forms
        • Form Builder
        • Participant Entries
      • Campaign
        • Messenger Blast
        • SMS Blast
    • Customers
      • Contacts
      • Profile
      • Credit Memo
      • Membership Types
      • List of Expiries
      • Freeze Accounts
      • Contact Tracing
      • Leads Management
      • Lead Rejections
      • Batch Upload
    • Employees
      • List
      • Staff Deputation
      • Timekeeping Attendance
      • Calendar Schedule
      • Shift Schedules
    • Accounting
      • Expenses
        • Claims
        • Bills
      • Business Account
        • Account Summary
        • Account Summary V2
        • Account Receivables
        • Account Payment Term
      • Customer Accounts
        • Account Summary
      • Chart of Accounts
    • Branch Reports
      • System
        • SMS Notification Logs
        • Audit Trail
        • Filinvest Hookup
      • Key Performance
        • Kitchen Dispatch
      • Key Activity
        • Voided Transactions
        • Client Login Activity
      • Inventory
        • Bill of Materials
        • Raw Materials Usage
        • Inventory Cost History
        • Weighted Average Cost
        • Inventory Ledger
        • Stock Cost
        • Inventory Restock
        • Discrepancy
      • Sales
        • Online Payments
        • QRCode Payments
        • Staff Commissions
        • Abandoned Cart
        • Unsettled Transactions
        • By Transactions
        • By Products
        • By Customers
        • By Day & Hour
        • By Transaction Type
        • By Resources/Tables
        • By Sales Source
        • By Payment Types
        • Daily Sales
        • Daily Sales Summary
        • Transaction Breakdown
        • Monthly Sales
      • BIR
        • X Reading
        • Z Reading
        • Summary List of Sales
        • POS Book
        • Senior Citizen / PWD Book
        • E-Sales
        • E-Journal
        • Daily Sales Book
        • Sales Report
  • MASTERLIST LEVEL
    • Introduction
    • Global Reports
      • Sales
        • Branch Breakdown
        • By Day & Hour
      • Inventory
        • Stocktake Count
    • Global Inventory
      • Batch Upload
      • Masterlist Products
      • Masterlist Categories
      • Masterlist Brands
      • Masterlist Generic Types
      • Masterlist Family
      • Masterlist Product Division
      • Masterlist: Unit Measurement
      • Masterlist: Barcode
    • Global Settings
      • Supported Payment Types
        • How to add your payment methods?
      • Company Owner
        • How to add a company owner?
      • Access Level
      • Positions
  • ACCOUNT
    • Change Password
    • Logout
Powered by GitBook
On this page
  1. Branch Level
  2. Customers

Credit Memo

PreviousProfileNextMembership Types

Last updated 6 months ago

The Credit Memo is used to document credits for down payments made through the messenger store. This tool allows you to manage and track any adjustments to client accounts, ensuring that any credits issued are accurately recorded. By utilizing the Credit Memo, you can maintain clear financial records and provide transparency to clients regarding their payments and balances.