Viewing Credit Memo Reports

The Credits page displays all your credit memos for each merchant.

Viewing Credits

1. To access the credits page, click Orders in the top menu.

   The Orders page is displayed.

2. On the Orders page, click More and click Review Credit Memos.

   The Credits page is displayed.

Use the filterable list of all existing credits with sortable column headers to refine the list.

Column Header	Description
ID	The system-generated unique credit identifier.
Credit Memo #	The credit memo number associated with the order.
PO #	The purchase order associated with the order.
Merchant	The merchant for the order.
Registered	The date the credit memo was registered.
Merchant Status	The current status of the credits.

Standard filters

To find a specific credit memo, enter its PO #, Credit Memo #, or ID in the search bar. You can also use the following filters in the Credits page to refine the list:

• Connection: Filter by merchant. For suppliers, each connection represents a merchant.
• Acknowledged: When set to Yes, this filter displays only acknowledged credits.
• Created At: Filter credit memos by creation date using preset ranges, such as Today, Last 7 days, Last 30 days, or a custom date range using the calendar menu.

Credit details

Clicking the ID for a credit memo opens the credit memo detail window with the following information.

Column Header	Description
ID	The system-generated unique credit identifier.
Supplier Credit #	The supplier credit number if applicable.
PO #	The purchase order associated with the order.
Credit Amount	The credit amount sent by the merchant.
Merchant Status	The current status of the credits.

Credit memo line items

The Credit Memo Line Items field displays each of the items that were credited in an order and their quantity.

Totals

Column Header	Description
Subtotal	The credit subtotal before adjustments.
Adjustments	The credit adjustments if applicable.
Due Amount	The total amount credited including adjustments.

Exporting Credit Reports

1. To export credit reports, in the top menu, click Orders.

   The Orders page is displayed.

2. On the Orders page, click More and click Review Credit Memos.

   The Credits page is displayed.

3. Filter the list of available credit memos using the standard filters.

   Only credit memos displayed within the table are exported. If you want the export to feature specific credit memos, make sure to filter the table before exporting.

4. Click Export

   The Export Orders window is displayed

5. Click Export

An export is delivered to the supplier email fabric has on file.