Navigating the Credit Memos Tab

The Credit Memos tab is where users can:

• Search for and view all credit memos.
• Add and edit credit memos.

Note: The visibility of pages and information in Corpay Complete is based on user roles and company configuration. As a result, some pages and information may not be visible or may only be available in a view-only format.

Header

The top of the Credit Memos tab contains several actions, which are described below.

1. Quick Filters – Click the Quick Filters drop-down to choose from the following options:
   • Clear Filters – Click this option to clear all filters from the Credit Memos grid.
   • Reset Grid – Click this option to reset the Credit Memos grid to its default state.
   • No Vendor Specified – Click this option to filter the Credit Memos grid by credit memos without a linked vendor.
   • No Linked Invoices – Click this option to filter the Credit Memos grid by credit memos that are not linked to an invoice.
   • This Month – Click this option to view credit memos from the current month.
   • This Year – Click this option to view credit memos from the current year.
   • This Quarter – Click this option to view credit memos from the current quarter.
   • Last Quarter – Click this option to view credit memos from the last quarter.
2. + Add – Users with a credit memo admin user role can click the + Add button to add a new credit memo.
3. Export Credit Memos – Click the Export Credit Memos  icon to create a Credit Memo Listing report in the Reports module.
4. Import Payments – Click the Import Payments  icon to import credit memos to Corpay Complete.
5. Toggle Filter – Click the Toggle Filter  icon to show or hide the filter fields in the Credit Memos grid.

Credit Memos Grid

Credit Memos Grid – Part 1

This section describes the first half of the columns in the Credit Memos grid.

Note: Visible columns depend on selections made in the Column Editor.

1. Payment Number – This column displays the credit memo number. Click the Payment Number hyperlink to open the Credit Memo Details page.
2. Vendor – This column displays the vendor’s name. Click the Vendor hyperlink to open the Vendor Details page.
3. Date – This column displays the Credit Memo Date.
4. Submit Date – This column displays the date when the credit memo was created in Corpay Complete.
5. Payment Type – This column displays the payment type for the credit memo.
6. Amount – This column displays the credit memo amount.

Credit Memos Grid – Part 2

This section describes the second half of the columns in the Credit Memos grid.

Note: Visible columns depend on selections made in the Column Editor.

1. Balance – This column displays the credit memo balance.
2. Invoices – This column displays invoice(s) associated with the credit memo.
3. Status – This column displays the status of the credit memo.
4. Ref. Number – This column displays the credit memo’s reference number, such as the original invoice number for recordkeeping purposes.
5. Posting/Prior Period – This column displays the posting period or prior period, if applicable.
6. Action – This column contains the following action icons:
   • View – Click the View  icon to open the Credit Memo Details page.
   • Edit – Click the Edit  icon to edit the credit memo.
   • Message – Click the Message  icon to open the Message dialog where the following options are available:
     • Internal Chat – Use this tab to send an internal message to the credit memo submitter or approver(s).
     • Vendor Chat – Use this tab to send a message to a vendor or respond to a message.

     To inform users about the internal or vendor-facing message, enter their names in the Notify User(s) field. If the Notify User(s) field is blank, only users with Admin roles will receive a notification of a new message.

   • Delete – Click the Delete  icon to delete the credit memo.
7. Column Editor – Click the Column Editor  to display the following options:
   • Export all data as csv – This option exports all data from the Credit Memos grid into a downloadable CSV file. The CSV file includes both visible and hidden columns from the Credit Memos grid.
   • Export visible data as csv – This option exports the data currently visible in the grid into a downloadable CSV file. Hidden columns are not included in the CSV file.
   • Columns – This option includes or excludes columns from the Credit Memos grid. Columns with a check  icon are currently visible in the grid. Columns with an X  icon are hidden from view.
     • Click the  icon to add a column to the grid.
     • Click the  icon to remove a column from the grid.