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francesca-lancer
Level 1

How do I customize my credit memo? I want to add my logo and adjust the columns that can be viewed.

 I followed the instructions to go to settings, custom form style, click new style, and choose credit memo...but there is no credit memo in my drop down menu?
1 Comment 1
Rea_M
Moderator

How do I customize my credit memo? I want to add my logo and adjust the columns that can be viewed.

Currently, customizing the credit memo isn't an option, Francesca. However, you can indirectly do this by personalizing the look of the Standard template on the Custom form styles page. I'll guide you on how to complete this.

 

The Standard default template represents all your forms. Any modifications made to it will be automatically applied to all your forms. To do this, here's how:

 

  1. Select Settings ⚙ and then Custom form styles.
  2. Find the Standard template.
  3. Select Edit in the Action column. 80.png
  4. In the Design tab, add your logo.
  5. Go to the Content tab to adjust or manage the columns.
  6. Select Done.

 

After that, you can create a credit memo or apply one to an invoice to view the update you make.

 

Moreover, if your customer prefers a refund instead, check out this article for guidance on processing it in QuickBooks Online (QBO): Record a customer refund in QuickBooks Online.

 

Leave a comment below if you have additional questions about credit memos in QBO. We're willing to help. Thank you, and have a good one.

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