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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.

The New Credit Memo page creates a credit memo for a customer. It is accessible at route /fa/credit-memos/new.

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Overview

The page has a two-column layout:
  • Left (2/3):
    • Credit Memo Details card: CreditMemoForm — customer, credit memo date, credit type, optional original invoice reference, reason, notes. The credit memo number is auto-generated via useGenerateCreditMemoNumber.
    • Line Items card: CreditMemoLineEditor — line number, description, account, quantity, unit price, computed line amount.
  • Right (1/3):
    • Actions card: Save as Draft (status: "draft") or Issue Credit Memo (status: "sent"). Both are disabled until formData and at least one line are present.
    • Summary card: Line count and total credit amount.
On submit, useCreateCreditMemo creates the header and useCreateCreditMemoLine creates each line. Navigates to /fa/credit-memos/:id on success. Primary mutations: useCreateCreditMemo, useCreateCreditMemoLine

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Who it’s for

No explicit permission gate on this route.

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Before you start

  • At least one active customer must exist.
  • GL accounts must be configured for line-item coding.
  • Optional: identify the original invoice if this is a return or correction.

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Steps

  1. Navigate to /fa/credit-memos/new.
  2. Complete the Credit Memo Details form (customer, date, credit type, optional invoice, reason, notes).
  3. Add at least one line item in the Line Items section (description, account, quantity, unit price).
  4. Review the Summary card for total credit amount.
  5. Click Save as Draft to save without issuing, or Issue Credit Memo to set status to sent.
  6. On success, you are redirected to the credit memo detail page.

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Key concepts

  • Credit type: return (product return), discount (price adjustment), error_correction (billing error), other.
  • Save as Draft: status: "draft" — can be edited later.
  • Issue: status: "sent" — treated as issued to the customer.

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/CreditMemoCreatePage.tsx
  • src/cores/fa/hooks/useCreditMemos.ts
  • src/cores/fa/hooks/useCreditMemoLines.ts
  • src/cores/fa/components/CreditMemoForm.tsx
  • src/cores/fa/components/CreditMemoLineEditor.tsx