Credit Memos - Lawn and Landscape Business Management Software
Knowledge Base

Credit Memos

Credit Memos

Posted by Kate Strohmeyer

Had a customer pay you upfront for an entire year of work? Use the new Credit Memo functionality to add a credit to a customer account and then apply that credit towards future invoices.

Getting Started

Credit memos can be manually one of 2 ways:

  • Navigate to the customer, scroll to the bottom, and click "Add Credit Memo" next to the credit balance
  • Navigate to the "Invoices" screen and click Actions > Add Credit Memo and select your customer

Credit memos can also be automatically created if your customer overpays for a particular invoice. TurfHop will automatically update the customer's credit balance to reflect accordingly. For example, you invoiced your customer $100 for a single cut, but he went ahead and paid $300 to cover the next two can record the $300 payment and it will credit your customer $200.

To view overpaid invoices, simply navigate to your customer and scroll down to the "Credit Balance" section and click "View Overpaid Invoices."  This will give you a breakdown of overpaid invoices, and how they were credited to the customer.

Applying The Credit Memo

So your customer has overpaid and you now have record of it, next do you apply it towards a future invoice? This is silly easy. When recording a payment to any invoice, you'll notice at the top of the dialog that we display the available credit balance that you can apply. Simply select "Customer Credit Balance" as the payment method, and it will deplete the credit balance accordingly.

If you need to see how your "Credit Memos" were applied?  You can navigate to your customer, click "View Credit Memos" and then you'll see a link to "see how" credit memos were applied.  This will give you a breakdown of payments that you recorded to pull from the credit balance.

That's it!  Hope this helps, and please reach out to us with any questions!


International Settings
By Mark Hardin

Easily set your country, timezone, date format, and currency format if you are operating your business outside of the United States. Just navigate to your company settings to get started.

Read More

Custom Invoice Numbering
By Dale Vaughn

Want to create your own invoice number sequence? Easily set this in your settings by going to Management > Company Settings > Invoicing Tab.

Read More

Mileage Tracking
By Mark Hardin

Recording mileage has never been easier. Navigate to Inventory > Mileage and start recording your mileage. We give you the ability to calculate mileage by odometer or address

Read More

Discounts and Late Fees
By Dale Vaughn

Quickly and easily apply discounts and late fees to your invoices. If you need to automatically apply late fees to overdue invoices we have a new setting for it in your Company Settings > Invoicing tab.

Read More

TurfHop Helps lawn and landscape professionals
scale and grow their business.