Credit Memos: How to Sync a Credit Memo to Accounting

Credit Memos and the credit you apply sync to your accounting software when you click Sync, the same way orders do. Nothing syncs on its own.

Sync the Credit Memo

1. Go to Sales > Credit Memos, or open the memo.
2. Click the Syncable sync status.
3. Check the details and click Sync. The status changes to Synced.

Sync applied credit

Sync the memo first. Then sync each time it's applied to an order.

1. Open the Credit Memo.
2. In the Applications section (bottom left), click the Application sync status for the applied credit.
3. Click Sync.

If a sync doesn't /can't go through

• Mappable: an item on the memo isn't mapped yet. Click the i next to the sync status, map the item right there, then sync. See Map your credit items.
• Failed: open the status to see why, fix it, then click Retry Sync.
• "Credit Memo … isn't linked to a Credit Memo in accounting": sync the memo first (top right sync button), then the application.