Difference between revisions of "Credit Memos"
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=Creating Credit Memo= | =Creating Credit Memo= | ||
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| + | # In the app, go to Main > Sales. | ||
| + | # Type customer's name in Look for customer field you want to create credit memo for or type % sign to see the list of the customers. | ||
| + | # Long tap on customer you want to create credit memo for and tap Credit Memo button. | ||
| + | # Tap New button to create new credit memo. | ||
| + | # | ||
=Adding Item to Credit Memo= | =Adding Item to Credit Memo= | ||
Revision as of 21:39, 28 August 2020
Credit Memo allows recording a return from the customer and retain as an available credit.
Contents
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: allows editing the list of credit memo items with Name, Qty (credit memo quantity) and Rate fields.
- Address tab
- Memo tab
Creating Credit Memo
- In the app, go to Main > Sales.
- Type customer's name in Look for customer field you want to create credit memo for or type % sign to see the list of the customers.
- Long tap on customer you want to create credit memo for and tap Credit Memo button.
- Tap New button to create new credit memo.
Adding Item to Credit Memo
Deleting Items for Credit Memo
- bins
- apply discount and price level
