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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 Memos lists all customer credit memo records for the organization with status, type, and date filters, and summary metric cards. Route: /fa/credit-memos

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Overview

The route /fa/credit-memos is a legacy route that redirects to /fa/receivables?tab=credit-memos in the router. However, the CreditMemosPage component is also rendered for this context. The page fetches credit memos via useCreditMemoList(organizationId, filters). Filters include status, creditType, startDate, and endDate. Summary cards show: total credits (total_amount sum), unapplied balance (unapplied_amount sum), and credits applied this calendar month (applied_amount sum for current month). The Create Credit Memo button navigates to /fa/credit-memos/new.

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Who it’s for

No explicit permission gate on this route.

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Before you start

  • Customers must exist before credit memos can be created.

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Steps

1

Navigate to Credit Memos

Go to /fa/credit-memos or the Credit Memos tab in the Receivables hub.
2

Review summary cards

Check total credits, unapplied balance, and current-month applied amounts.
3

Filter the list

Set status, credit type, start date, or end date filters.
4

Open a credit memo

Click a row to navigate to its detail page at /fa/credit-memos/:id.
5

Create a credit memo

Click Create Credit Memo to navigate to /fa/credit-memos/new.

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Key concepts

  • useCreditMemoList — Primary list hook; accepts organizationId and filter object.
  • total_amount — Total value of the credit memo.
  • unapplied_amount — Portion of the credit memo not yet applied to invoices.
  • applied_amount — Portion already applied to invoices.

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/CreditMemosPage.tsx
  • src/cores/fa/hooks/useCreditMemos.ts
  • src/cores/fa/components/CreditMemosTable.tsx