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November 18, 2020
Question

How do you print a Credit memo to send to a customer?

  • November 18, 2020
  • 1 reply
  • 2 views
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1 reply

Level 4
November 18, 2020

If you're looking for help on how to view and print your credit memo for a customer, I'm here to help, tainc18. 

 

You can find your credit memos in the list of transactions on the customer detail page. Follow these steps to get there:

  1. Click on the Sales tab on the left-hand side.
  2. Click Customers
  3. Choose the customer you'd like to print a credit memo for. 
  4. Under the Transaction list, you'll be able to locate the credit memo. 
  5. Click on the memo to open it. 
  6. Choose the Print or Preview option at the bottom of the page. 
  7. Select Print in the bottom right-hand corner.

The following article will provide you with additional information on credit memos:

Now that you're able to print out your credit memos, you should be good to go! If you have any other questions or need any further assistance, we're just a few clicks away. Thanks for your time and have a lovely afternoon.