The Credit Memos page in Conga Billing provides a centralized list view for managing and tracking all credit memos associated with billing adjustments and refunds. It allows users to view, search, filter, and access individual credit memo records efficiently.
The users access this screen to
track and manage credit memos. Navigate to the Credit Memos section from the left side main navigation panel. The screen automatically loads, displaying all credit memo records by
default.
The Credit Memos screen is divided
into four key areas:
Page Header — Displays the
screen title (Credit Memos) and subtitle description.
Credit Memos Table — The main
data grid listing all credit memo records.
Pagination Information (not shown in the figure) — Located at the end of the page. Displays and allows you to select Rows per page and navigate to Next or Previous pages.
The sections above are self-explanatory; however the Credit Memos Table requires further explanation and is described below.
Credit Memos Table
The main table displays one row
per credit memo. Each column provides specific credit memo information. The table below
describes each column:
Column
Description
Name
A unique system-generated identifier for each credit memo (for example, CM-000000025). Click the link to open the full credit memo detail.
Record Type
Categorizes the credit memo type. The Standard badge indicates a standard credit memo record type.
Bill To
The billing account associated with this credit memo. Corresponds to the billing account in Conga Billing.
Business Reason
The reason for which the credit memo was issued. The Refund badge indicates the memo relates to a customer refund.
Credit Memo Date
The date and time the credit memo was created.
Currency
The currency in which the credit memo amount is denominated.
View a Credit Memo Detail
To open the full details of any
credit memo:
Click the blue hyperlinked
Credit Memo Number (for example, CM-000000025) in the first column. For more information, see Credit Memo Overview.
Alternatively, click the
eye icon next to the credit memo number to preview the record.
