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pigi-
Level 1

Where do I view and print credit memos?

 
8 Comments 8
MorganB
Content Leader

Where do I view and print credit memos?

Hi there, pigi-.

 

Thanks for reaching out for support here in the Community. I'd be glad to show you where to view and print credit memos.

 

You can find credit memos in the list of transactions on the customer detail page. There are just a few steps to get this done. Here's how:

 

1. Click the Sales tab in the left navigation bar.

2. Select Customers.

3. From the list, choose the Customer you'd like to print the credit memo for.

4. In the Transaction List you'll be able to locate the credit memo.

5. Click the memo to open it.

6. Choose Print or Preview at the bottom of the page.

7. Select Print in the bottom right corner.

 

This article provides additional details on using credit memos in QuickBooks Online: https://quickbooks.intuit.com/community/Payments/Apply-a-credit-memo-credit-or-refund-to-a-customer/....

 

With this information you'll be able to access credit memos and print them whenever you need to. I wish you and your business continued success. Let me know if you have any other questions.

MaryOfjord
Level 1

Where do I view and print credit memos?

What you just described does not work in my version of QuickBooks Pro 2021.  All I can come up with the payment received screen - and can not locate the original credit memo. 

ReymondO
QuickBooks Team

Where do I view and print credit memos?

Hey there, @MaryOfjord.

 

The steps that were shared above are intended for QuickBooks Online (QBO). This is the reason why you're unable to follow its details. 

 

I'll walk you through the steps on how to find your list of credit memos in QuickBooks Desktop (QBDT). Here's how:

 

  1. Go to the Customers menu and select Customer Center.
  2. Click the Transactions tab.
  3. Right-click the Credit Memos from the list. 
  4. Double-click the transaction to open, then select the Print icon if you wish to print it.

Additionally, you can also run several reports to tell where your company stands. These offer critical information about your business and finances. 

 

That should do it. Just let me know if you need further assistance with this. I'll be more than happy to assist you.

MaryOfjord
Level 1

Where do I view and print credit memos?

Someone from the QuickBooks team has reached out to me in regard to my question, however, the suggestions given by ReynondO did not give me the information I needed.  I see the Credit Memos on the list but I only get to see transactions from 2019 & 2020 - and not all of them.  I am unable to print or see anything from 2021.

Jovychris_A
QuickBooks Team

Where do I view and print credit memos?

I can help you see the 2021 Credit Memo transactions, @MaryOfjord.

 

In addition to my peer's answer, @ReymondO, have you changed the Filter By option when selecting Credit Memos? I'd suggest changing it to see All Credit Memos and Date it to All.

 

Once done, click the Date column header to toggle credit memos from the newest to the later transactions vice versa.

 

If you're still unable to see the 2021 credit memos, I'd suggest running the Transaction List by Customer report and customize the statement to see only Credit Memos on a specified year. Let me show you how:

 

  1. Go to the Reports menu and then select Customers & Receivables, then choose Transaction List by Customer.
  2. Click Customize Report.
  3. In the Display tab, change the Dates to Custom and then select a specific range of dates (January 1, 2021 - December 31, 2021).
  4. Go to the Filters tab and then search Transaction Type, then choose Credit Memo from the list.
  5. Once done, hit OK.
     

You should be able to see the credit memos in 2021 and double-click one of them to print or print the whole report.

 

If the issue persists, I recommend running the Rebuild Data tool to check data issues and QuickBooks will self-fix it. See Solution 1 through this article for the detailed steps: Fix data damage on your QuickBooks Desk company file.

 

I always want to keep you back to the business and running. If you have other concerns with seeing and printing credit memos or other transactions, please comment below. Anytime I'll be of help.

MaryOfjord
Level 1

Where do I view and print credit memos?

Once again I thank you for your quick replies, however, the problem still persists.  I received a $500 payment from a customer to be applied to future invoices.  When I saved and closed the payment I get a notice that states "Print Credit Memo" so that is what I choose to do and the customer is showing a negative $500 balance - that's good.  I have that credit memo printed out, but I am not able to go back to reprint it if I need to. I've tried all the suggestions I've received from ReeymondO and Jovychris-A, but still am coming up nada!

Giovann_G
Moderator

Where do I view and print credit memos?

I'd like to share what I know about this, MaryOfjord.

 

The payment you receive from your customer which to applies to future invoices is not saved as a credit memo. Instead, the system stored it as a delayed credit. This the reason why you're unable to see them.

 

As a workaround, you can create a printed record for your customer's payment. Then, enter a note to the Memo field.

 

Here's how:

 

  1. Go to Customers at the top menu bar, then click Customer Center.
  2. Select the customer's name.
  3. Under the Transactions tab, double-click the payment to open it.
  4. On the Customer Payment screen, choose Reports and Transaction History.
  5. Click Print.
  6. Choose Preview.

 

I'll also share an additional resource for more insights:

 

 

Please let me know how that works. I'm here to provide additional details if needed. Take care!

MaryOfjord
Level 1

Where do I view and print credit memos?

Thanks Giovaan_G for your reply, but that still does not get me to where I need to be.  I simply get back to the Customer Payment screen, and when I clicked on Transaction History - I get the message that there is no history for this transaction. At the bottom of the payment screen, it shows "leave the credit to be used later" which is what we want to do. The only way that I can manage to print the original Credit Memo is to delete the payment in the deposit and recreate the payment a second time.  This seems archaic to me.  The reason I have to reprint the Credit Memos, is that once in a while I have to change the wording on the template.  Deleting the payment is the only way I can find to do this. :-(

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