We’re excited to introduce Client Credit Memos in Billdr.

What is it?

A credit memo for a client is a document used to give credit to a customer when they’ve been overcharged, returned goods or services, or when you need to reduce the amount they owe.
It follows the same concept as credit memos in QuickBooks and allows you to adjust invoices without deleting or recreating them.

How it works?

Once a credit memo is created and sent, it will appear with a Status: Unapplied.

You can then apply this credit to an existing invoice, which will reduce the amount your client needs to pay. Credit memos automatically sync with QuickBooks under the same client or sub-client.

Where to find it

• Open a project

• Go to the Invoices tab

• Click New → Credit Memo

The credit memo will also be visible in the client dashboard, listed on the Invoices page

Related feature

Support for supplier credit memos is coming and is planned for Q1 2026.