FAQ - How to handle a credit memo that has been refunded

Note:

ConnectWise can't refund a credit note (doesn't have an option to do that).

Here's the manual workaround

  1. Create an invoice for the client (Credit Refund)
  2. Set Invoice Status to Closed. Don't batch the invoice to Xero.
  3. Apply the Credit Memo to the Invoice.

Important:

This is the only way to handle a credit memo that has been refunded.

N
Nemia is the author of this solution article.

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