Creating credit memos in Datatruck is fast and intuitive, whether you're adjusting a customer invoice or correcting a vendor bill. By following the steps above, you can maintain precise records and ensure your accounting data is always accurate.

Credit Memos for Customer Invoices

1. Open the Invoice

Go to Accounting > Invoice and select the invoice.

2. Add a Credit Memo

Scroll to the Credit Memos section and click Add Credit Memo.

3. Enter Details

Credited To Options

• Dispatcher: Use this when the credit is due to a dispatch entry mistake or incorrect load information.

• Company: For general billing adjustments or policy-related corrections.

• Driver: Applies when the credit impacts the driver’s settlement (e.g., pay adjustments, detention, layover).

Fill in the following fields:

• Amount

• Date

• Reason

• Optional: Notes or attachments
  
  

4. Save

The credit memo will appear under the invoice, and the Balance Due updates automatically.

Credit Memos for Vendor Bills

1. Open the Bill

Go to Accounting > Bills > Bills Management and choose the bill.

2. Add a Credit Memo

In the Credit Memos section, click Add Credit Memo.

3. Fill Out the Form

Enter:

• Amount

• Date

• Reason 

• Note

4. Save

When to Use a Credit Memo

• Overcharges

• Billing corrections

• Adjustments or refunds

We hope this article was helpful. However, if you have any further questions, please don't hesitate to reach out to our Live Support.

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