Setting up your Job Board account
How to connect Quickbooks Online to the Job Board version
Launch jobs from Orders - Job board version
Job Board Only version Vs Pro version
Setting up your Pro account
Flagging a user as a "Sales Rep"
shopVOX Pro User Types
Forms: Editing the User Interface
How to Change Password
How Do I Create a New User?
What size should my logo be so it can appear in email PDFs?
Account Settings for your Pro account
shopVOX Work Flow - The Big Picture
Roles: How to restrict access for certain users
Protect Your Bottom Line with Terms and Conditions
Transferring data from my old system to shopVOX
POS Settings - General
Outsourced PO PDF - details your Vendors need to know
How are Users Billed?
Common Questions About Users
How to import your customers and contacts from a spreadsheet
How to configure the SMTP settings for your email
User Roles and Permissions Explained
POS Settings – Sales Taxes
Five challenges to consider when setting up your Account
Adding new customers
shopVOX Pro Job board Filters
Create your first Pricing Template - a visual guide
What is a product?
shopVOX Pricing Templates
Building a Product: The Basics of Using Pricing Templates
Accounting sync setup
Transaction Number Sequencing
Setup Xero accounting integration
Common QB Questions
shopVOX Setup of Tax Codes for Quickbooks Canada Desktop/Online
How to Connect to Quickbooks Online using the Setup Wizard
How to Connect to Quickbooks Desktop version using the Setup Wizard
How to setup Sage Business Cloud Accounting integration
Getting started Guide
Save Time with Emailed Document Templates
Notifications: Keep your entire team up to date
Top 10 flows in shopVOX for a typical shop
Introduction to ShopVOX
How to create a Sales Order
Microsoft Outlook - Two Factor Authentication
Avalara AvaTax - Sales tax setup guide
Managing Customer and Leads
Managing dates on Quotes, Sales Orders, and Invoices
How to Add a Special Note to a Customer Document ?
How Do I Group Contacts Together?
Customer Alerts & Flags
Inactive Customers Report
How Do I Group Customers Together?
Adding new Contacts to Existing Customers
Set up different pricing levels for different customers
Update: Editing Existing Contacts - GDPR Compliance
What are Sales Leads?
Sales Lead or straight to Quote?
Sample Sales Lead Pipeline
What is a CRM system?
Win more business with Sales Leads
Why use Sales Leads?
Sales Leads Guide
Create Sales Leads automatically from the contact form on your website
How do I add a Quote from a Sales Lead?
Sales Order States
How to Create a New Sales Lead in shopVOX
How to Create a Quote
Sales goals - Setting up for Success!
Drive results with the Sales - Production Thermometer
Adding Shipping Charges to a Transaction
Quote Approval Email Feature: Adding Attachments
Use the Roll Up feature to combine pricing for multiple line items
Adding Images to a Quote/Sales Order/Invoice PDF
What is the Sales Process?
Quote Review - Send Approval Email
How to use the Quick Quote Feature
What is a Sales Pipeline?
Mark invoices as Delivered, Shipped or Picked up
Quoting Screen Printed Apparel
Products & Pricing
Basic Pricing concepts
What are Pricing Types?
Create Your First Product
What is the difference between Standard, Cost+ and Product Pricing?
How do I add a product category?
Materials - Understanding, Adding and Adjusting
Labor Rates and Machine Rates
Shipping, Setup, Finance & Miscellaneous Charges
Building a Product and understanding Pricing Templates. Watch the webinar!
Building Products using Grid Pricing
Pricing products using the Panels UI
Using Variants for different Pricing Structures
Advanced Pricing concepts
Modifying Starter Products: Remove installation and design services if they are not taxable in your area.
Setting up second side pricing for a Product
Vendor Pricing: adding to Materials
Using Logic in your Pricing Templates
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Job Costing - Estimated vs. Actual
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Deactivating and Deleting Products
How to make your invoice line items editable
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What's the difference between Margin, Markup %, and Markup Multiplier ?
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No Total PDF: How to give a customer options without totaling the whole Quote
What is the Sell/Buy Ratio?
Customizing Line Item Descriptions
Custom Fields in shopVOX
How to increase prices for your Products by a percentage
How to Copy Products Shared by the VOX Community
Setting up Products priced by the Square Inch
Product: Business Cards using Grid Pricing
Adding Pricing Template to a Grid Product
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How to Import Grid Pricing from a Spreadsheet ?
What is the difference between range and volume discounts?
How can I give a discount for a product for a single customer?
Grid Pricing Webinar
Examples of Grid Pricing Products
Master Pricing Guide
Job Board management
Adding your Job Board to your TV
Why create jobs and use the job board?
How to Generate a Completed Jobs Report
A guide to the Job Board
Job Board - Different Views
Change default job view
Full screen Job Board
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How do I send several proofs for the different items on my transaction?
Does shopVOX support multiple page proofs?
Get artwork approved faster with Online Proofing
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Shop Calendar and Shop Scheduler: Overview - is it right for my shop?
Will changes made on an Invoice or Sales Order Line item be updated to the Work Order details?
Is Inventory for Me?
How Do I Require a Payment before a Job can be started?
Using Create Combined Job to group line items for production
What are Projects?
Accounting and Reporting
How to export customer data from QuickBooks Online
Quickbooks Online: Common Sync Errors
Automatic Sales Tax Rates and QuickBooks Online
How to Sync to Quickbooks Online
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Quickbooks Desktop: Common Sync Errors
How to Sync to Quickbooks Desktop
How to send invoice statements to customers with the Collections report
Daily Sales and Payments report
Daily Activity Report
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Sales Tax Groups and Combined Tax Rates
MYOB Export & Sage 50 Export
How to refund credit card transactions processed via shopVOX & Authorize.net
Square Payment Integration
Prevent QuickBooks sync errors by excluding special characters and limits
Take in-store credit card payments with a USB credit card swiper
Line item Taxable / Non-Taxable logic - Video
How Do Credit Memos and Refunds Work in shopVOX?
Differences between USA QuickBooks Online and Non-USA QuickBooks Online
Accounting wins! Strategies for using shopVOX for business growth.
Creating & sending Statements in shopVOX
Sales Tax Rates
Industry Specific Content
How to Price Vinyl Printing
How to Price Banners
How to Price Banner Stands
Pricing Scenarios: Banners
Product: Yard Signs using Grid Pricing
How to Price Vehicle Wraps
Promotional Items: adding Labor cost & Base Product cost to Purchase Orders
Adding your own Variants for Embroidery and Screen Printing
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Blank Apparel - Integrated Supplier Catalogs
Adding Promotional Products to your Quotes and Sales Orders
Dynamic Size Selection on Apparel UI
Apparel UI - Catalog Pricing Flag
How to add Screen Printed Apparel to Quotes and Sales Orders ?
How to price Screen Printing
How to customize the standard Screen Printing locations
How do I quote multiple options or quantities of shirts or hats?
How to price Screen Printing - case study
How do I add apparel styles that aren't listed in the integrated catalogs?
Importing custom catalogs for apparel from other suppliers
How do I see a detailed breakdown of cost and price of apparel?
How do add additional apparel styles or colors to a quote or sales order?
Apparel Decoration Order Guide
Master Guide to Apparel Decoration
MSRP Catalog pricing - setting a Fixed price for Apparel items
SanMar apparel catalog integration
Taking Payments in ShopVOX - what your customers will see
Setup a private storefront for your clients to place orders with a cPortal
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Online Ordering Account settings for cPortals & Shopping Cart
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Webstore & Shopping Cart Examples from shopVOX Users
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White Label setup instructions
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Setting up a Shopping Cart to sell online
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Webstore vs Shopping Cart
How to create a Discount Code in the eCommerce feature
Automation & Integrations
UPS Shipping Integration - Access Keys
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Setting up the Gmail and Outlook Email Integrations with @mail feature
Master Guide to Automation & Integration
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What are some popular advantages when using Zapier?
How to add form submissions as Sales Leads in shopVOX
How to send Shopify orders to Sales Orders in shopVOX
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How Purchase orders work in shopVOX
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How Can I Upload an Image of a Product on a Job Line Item?
Customers- Credit Limits, Stop Supply & Disable
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New to Quickbooks While Using ShopVOX
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Hex Color file to match PMS color chart
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Opening PDFs directly in your browser
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Bulk deleting customers
Optimization tips for the Job board
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ERROR - Property: amount_in_cents, reason: greater than payment balance.
Control custom line items
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Custom PDF in shopVOX
shopVOX Job Board version
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- How Do Credit Memos and Refunds Work in shopVOX?
How Do Credit Memos and Refunds Work in shopVOX?
Updated by Lila Carsten
This article should help you know the best use case for credit memos and refunds. Refunds in shopvox serve the purpose of representing actual money given back to a customer from a payment. Credit Memo's on the other hand are usually for internal use. They allow you to generate a formal statement/document that records a credit or adjustment that modifies that the balance of an invoice (only). Sometimes you'll need to refund and create a credit memo, other times you'll just do one or the other. Keep reading, I hope this helps!
About Credit Memos
A credit memo is a commercial document issued by You (the seller) to a customer (the buyer) or for internal purposes. You'll usually issue a Credit Memo to raise or lower the invoice balance. You may also use a credit memo in the event the order was cancelled or modified by you or the customer AFTER the Sales Order was converted to an Invoice (after the customer was invoiced). If there were payments added to an invoice, they can be issued back as a refund or held as a Credit for future orders.
Here are some situations to consider of when you might use Credit Memos:
- Your customer has already paid the full amount and you agree to give a credit to be used on future orders. In this scenario, create a credit memo and then record some sort of refund on the invoice.
- Customer made a partial payment, and an agreement was made to credit part of the order. In this scenario, create a credit memo for the credit amount. If done properly this credit memo will now show that the invoice balance owed is 0. This credit memo represents your company taking a hit/loss on the invoice, it also satisfies the remaining balance so it falls off the collections module.
- If the balance on an invoice shows negative this technically means you owe the customer, so you would issue a refund to fix this negative balance on the invoice.
- Some times customers make payments that are nominally short or over (+/- $1 depending on your currency). In these instances, credit memos allow you to correct/reconcile these discrepancies toward the invoice so that they are removed from your collection reports. They are a great way to get invoices to a zero balance.
How to Create a Credit Memo
In ShopVOX, you can ONLY create Credit Memo's from invoices (not sales orders or estimates)
On the selected Invoice:
- Click on the green Action button
- Click on Create CM
- Confirm what you will be crediting (select any line items you want on the CM)
- Click Save at the bottom of the screen to create the Credit Memo.
After you confirm and Save, a new transaction of the type "Credit Memo" is created with all the exact same line items (if you choose to do so), prices, sales commissions etc., on the Credit Memo. You can modify these, you can check/look at the balance on the invoice to see how the CM is calculating/effecting the big picture.
Once Credit Memos and Refunds are created, the Invoice should now be reconciled with Credits and Refunds to get to zero net balance on an Invoice.
You cannot create Credit Memos directly...they can only be created from an Invoice.
More ideas on how to :
- Create a credit memo with one or more line items of the existing Invoice
- Create a credit memo for the whole invoice
- Create a credit memo with a partial of a line item
- Create a credit memo with a totally different line item which does not exist on the original invoice
Credit Memos can sync to Quickbooks.
Refunds can be created from payments which are larger than the balance of the Sales Orders/Invoice (show as a negative number on the invoice). For instance, if your customer over paid you and you wanted to return the funds; you would then need to create a refund. The refund option is only available if there is an over payment or additional funds from the customers payment.
A Refund is created from the Payment screen, which can be accessed by choosing a customer.
- Click the Payments link
- Click Payment # in question