Show 'REP' with credit memo

JvP79 · ‎November 18, 2019

Hi all, when I run a report showing all invoices by customer it lists the credit memo's as well (which is great!).

The only thing is that, for a reason unknown to me, it does not list the rep assigned to that customer. It does list the rep with all 'normal' invoices, just not with the credit memo's.

As I need to calculate commission for my reps, credit memo's are quite an important item in this matter :)

How can I change this?

Mark_R · ‎November 19, 2019

I appreciate you getting back to us and performing the steps provided by my colleague above, @JvP79.

You'll have to make sure that the credit memo has a designated REP to show it on the report. And I'd be glad to walk you through the steps.

First off, let's edit the credit memo template to add the REP header. Here's how:

Go to the Lists menu.
Select Template.
In the Template window, choose Credit Memo.
Click the Additional Customization button.
In the Header tab, put a check-mark on the REP.
Click OK, then select OK in the Basic Customization.

Then, run and customize the Transaction List by Customer report and choose each Credit Memo to select a REP. Let me guide you how.

In the Transaction List by Customer report, double-click the Credit Memo.
In the REP drop-down, select the appropriate rep.
Click Save & Close.

Once done, repeat the steps for the rest of the credit memo.

I've attached screenshots below for your visual reference.

You might also want to read this article to learn how to memorized reports: Create, Access and Modify Memorized Reports.

Just hit the Reply button if you have any other questions. I'll be right here to help.

View solution in original post

GraceC · ‎November 18, 2019

Hello there, @JvP79

You can customize the transaction list by customer and ensure that your credit memo has a rep. Let guide you how:

Here's how:

Go to the Reports.
Click the Custom Reports, select the Transaction List by Customer.
Click Customize Report.
Select Filter, then choose the Transaction type.
Under Transactions type, click the drop-down arrow.
Choose a Credit memo, then double click the Credit memo.
Under Rep, select the drop-down memo. then choose the rep you want.
Click Save and close.

For more information, you can check this article: Customize reports in QuickBooks Desktop

If there's anything else I can help you with, feel free to comment or post again here in the Community!

JvP79 · ‎November 19, 2019

Thank you for your answer, but it does not solve the issue. When the report is shown it shows the exact same issue I described in my first report.

The credit memo's are all shown with all selected reporting fields, except for the rep. This one is empty..

Below a screenshot from the report with the credit memo's

JvP79 · ‎November 19, 2019

And here is the screenshot of a report showing the invoices, which do show the rep.

JvP79 · ‎November 19, 2019

please remove

Mark_R · ‎November 19, 2019

I appreciate you getting back to us and performing the steps provided by my colleague above, @JvP79.

You'll have to make sure that the credit memo has a designated REP to show it on the report. And I'd be glad to walk you through the steps.

First off, let's edit the credit memo template to add the REP header. Here's how:

Go to the Lists menu.
Select Template.
In the Template window, choose Credit Memo.
Click the Additional Customization button.
In the Header tab, put a check-mark on the REP.
Click OK, then select OK in the Basic Customization.

Then, run and customize the Transaction List by Customer report and choose each Credit Memo to select a REP. Let me guide you how.

In the Transaction List by Customer report, double-click the Credit Memo.
In the REP drop-down, select the appropriate rep.
Click Save & Close.

Once done, repeat the steps for the rest of the credit memo.

I've attached screenshots below for your visual reference.

You might also want to read this article to learn how to memorized reports: Create, Access and Modify Memorized Reports.

Just hit the Reply button if you have any other questions. I'll be right here to help.

JvP79 · ‎November 27, 2019

Thanks for your answer Mark!!!

Works as I hoped now!

Micky3

Can i overwrite already entered credit memo which isnt showing the rep name??

CamelleT

Yes, Micky. QuickBooks Desktop (QBDT) allows you to modify previously recorded credit memos. I'd gladly discuss the process below to ensure you can add Rep names to those transactions.

When accessing a previously created credit memo in QBDT, you can easily add a Rep name if one hasn't been assigned yet. Here's how:

Go to Customers and choose Customer Center.
Select the Transactions tab and click Credit Memos.
Locate and open the Credit Memo.
In the Rep field, select a name from the list if you have already set up Reps. If not, click on Add New and follow the onscreen steps.
Hit Save & Close.

However, if you're modifying an existing Rep name, the system will display a prompt message informing you that this change will be reflected in your current transaction. If you click Yes, another pop-up will inform you whether you want to extend this change to past and future transactions. Then, if you wish to proceed, click Yes again. I'll share a screenshot below for your reference.

Moreover, to check if the Rep names are already visible on the credit memos, you can run a Transaction List by Customer report. Refer to the steps below:

Go to Reports, choose Customers & Receivables, then Transaction List by Customer.
Select Customize Report.
Click the Display tab. Then, under the COLUMNS section, place a checkmark before Rep.
Hit OK.

Finally, I'll share this article to help you personalize the data in your reports: Create, access, and modify memorized reports.

If you have other questions about managing credit memos or running reports in QBDT, tap the Reply button. I'll be around to offer assistance.

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Show 'REP' with credit memo