Credit Memos: How to Set Up Credit Memo Notifications

Choose which Credit Memo emails go out automatically: a "Credit memo created" email to your customer, and a "Credit Memo applied" email to you and your team.

Send customers a "Credit memo created" email

This emails your customer each time you create a Credit Memo, with the items and total (no PDF). It's off for each customer by default.

1. Open the customer and click Edit.
2. Check Confirmation Emails for Manual Credit Memos.
3. Click Save Company Information.

RT Users - Get an email when credit is applied

You can get an email whenever credit is applied to an order: by you in the payment panel, by a customer paying an invoice in the Wholesale Portal, or automatically at prepay checkout.

1. Profile >Settings > Notifications.
2. Turn on Email for Credit Memos - Credit Memo applied.

It's off by default. Each person on your team turns it on for themselves.