MaryLandT
Moderator

Reports and accounting

Hi there, @tsd81,

 

You can print the list of credit memos and send them to your customer. Just make sure to filter the transaction type by Credit Memo.

 

Let me guide you through on how to accomplish this:

  1. Go to Customers, then Customer Center.
  2. Locate the customer, then click Open Balanceopenbalance.PNG
  3. Click Customize Report.
  4. Go to Filters.
  5. Search filters by Transaction Type.
  6. Select Credit Memo, then OKcreditmemo1.PNG
  7. Click Print to print the Report or Save as PDFcreditmemo2.PNG

You can now print the credit memo of your customer.

 

If you have any other questions, I'd be glad to help them. Thank you and take care.