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Recipe: Credit memo writer

Generate a polished credit memo from a raw transaction log. Paste your data, pick a tone, and Meridian produces a client-ready PDF memo with line-item breakdowns and tax reconciliation.

Ingredients

  • •Raw transaction export (CSV, JSON, or plain-text ledger)
  • •Customer name, invoice reference, and date range
  • •Refund or adjustment reason code
  • •Tone selector: formal, neutral, or friendly

Steps

  1. 01Paste your raw transaction log into the Meridian input panel.
  2. 02Tag the customer and attach the original invoice number.
  3. 03Select the line items being credited and set quantities.
  4. 04Choose a tone and let Meridian draft the memo body.
  5. 05Review the auto-calculated tax breakdown and totals.
  6. 06Export as PDF or copy the shareable link.

Pro tip: Use the “batch mode” toggle to process multiple credit memos from a single ledger export. Meridian groups transactions by customer automatically.

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