Difference between revisions of "Credit Memos"

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=Credit Memo Window=
 
=Credit Memo Window=
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*Credit No. is set to unique number generated based on transactions prefix defined in the Handheld Device Manager window in QuickBooks integrated module on desktop. The user is able to edit Credit No. value,
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*Date is populated with the current date, not editable,
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*Customer (customer's name), not editable.
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*Items tab
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*Address tab
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*Memo tab
  
 
=Creating Credit Memo=
 
=Creating Credit Memo=

Revision as of 22:36, 27 August 2020

Credit Memo allows recording a return from the customer and retain as an available credit.

Credit Memo Window

  • Credit No. is set to unique number generated based on transactions prefix defined in the Handheld Device Manager window in QuickBooks integrated module on desktop. The user is able to edit Credit No. value,
  • Date is populated with the current date, not editable,
  • Customer (customer's name), not editable.
  • Items tab
  • Address tab
  • Memo tab

Creating Credit Memo

Adding Item to Credit Memo

Deleting Items for Credit Memo

  • bins
  • apply discount and price level