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Documentation Index

Fetch the complete documentation index at: https://docs.encoreos.io/llms.txt

Use this file to discover all available pages before exploring further.

Credit Memo Details shows a single credit memo record identified by :id, including its line items, credit applications to invoices, and actions to issue, void, or delete the memo. Route: /fa/credit-memos/:id

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Overview

The page loads the credit memo via useCreditMemo(id, organizationId), its applications via useCreditApplications, and customer invoices via useInvoiceList (filtered by customer). Breadcrumb shows credit_memo_number. The CreditMemoStatusBadge reflects current status. Available actions: Issue (useIssueCreditMemo), Void (useVoidCreditMemo, with confirmation dialog), Delete (useDeleteCreditMemo, with confirmation dialog), and Apply to Invoice (CreditApplicationDialog). Line items are displayed in a card (CreditMemoLine[]). Note: /fa/credit-memos redirects to /fa/receivables?tab=credit-memos. This page is the detail route only.

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Who it’s for

No explicit permission gate on the detail route.

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Before you start

  • A credit memo must exist. Credit memos can be created at /fa/credit-memos/new.
  • Customer invoices must exist to apply a credit memo.

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Steps

1

Navigate to the credit memo

Go to /fa/credit-memos/:id directly or via a link from the credit memos list.
2

Review credit memo details

View the header information, status badge, and line items.
3

Review applications

The applications section shows which invoices this credit memo has been applied to.
4

Issue the credit memo (if in draft)

Click Issue to call useIssueCreditMemo and change the status.
5

Apply to an invoice

Click Apply to open CreditApplicationDialog and select an invoice.
6

Void or delete (if applicable)

Use Void or Delete with confirmation dialogs as appropriate.

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Key concepts

  • useCreditMemo — Primary data hook; fetches a single credit memo by id and organizationId.
  • CreditMemoLine — Type representing a line item on the credit memo.
  • useCreditApplications — Hook fetching application records linking this memo to invoices.
  • CreditApplicationDialog — Component for applying the memo to a selected invoice.
  • CreditMemoStatusBadge — Visual status indicator.

Finance & Revenue

Finance & Revenue core overview.

Governance & parity

This page documents shipped product behavior. It is not medical, legal, or billing advice. Verify against your organization’s policies and applicable regulations before using it for clinical, compliance, or billing decisions. Protected health information (PHI) shown in the product is governed by your tenant’s access controls and is never exposed in this documentation.
  • src/routes/fa.tsx
  • src/cores/fa/pages/CreditMemoDetailPage.tsx
  • src/cores/fa/hooks/useCreditMemos.ts
  • src/cores/fa/hooks/useCreditApplications.ts
  • src/cores/fa/hooks/useInvoices.ts
  • src/cores/fa/components/CreditMemoStatusBadge.tsx
  • src/cores/fa/components/CreditApplicationDialog.tsx