Learn how and when to create a cash memo in QuickBooks Online.
Use a cash memo when your customer immediately pays for products or services at the same time of sale.
If you need to bill your customer after the sale has been made, use an invoice. To learn more, check Should I use an Invoice or a Cash Memo?
Here's how to create and send a cash memo:
- Select + New.
- Select Cash memo.
- Choose the name of the customer or create a new one. Note: If the customer is currently not set up in QuickBooks Online, select Add a new customer.
- Enter all sales information needed to complete the cash memo.
- Select Save and send to email the form. You'll have the chance to edit the email message to your customer and to preview the form one last time.