Credit Memos

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: allows editing the list of credit memo items with Name, Qty (credit memo quantity) and Rate fields.
• Address tab: allows editing the customer address (bill address).
• Memo tab: allows editing P.O.No. and Memo.

Creating Credit Memo

HandiFox allows easily creating credit memo in the app.

1. In the app, go to Main → Sales.
2. 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.
3. Long tap on customer you want to create credit memo for and tap Credit Memo button.
4. Tap New button to create new credit memo.

Editing Credit Memo

1. In the app, go to Main → Sales.
2. Type customer's name in Look for customer field you want to edit credit memo for or type % sign to see the list of the customers to find the right one in the list.
3. Long tap on customer you want to edit credit memo for and tap Credit Memo button.
4. Tap any credit memo you want to edit and tap Edit button.
5. Make changes you need and tap Save button.

Adding Items for Credit Memo

1. In the app, go to Main → Sales.
2. Type customer's name in Look for customer field you want to edit credit memo for or type % sign to see the list of the customers to find the right one in the list.
3. Long tap on customer you want to edit credit memo for and tap Credit Memo button.
4. Tap any credit memo you want to edit and tap Edit button.
5. Type item's name in the input panel and tap add, or choose Add button to see the list of items you can choose. You can also use Scan button and find item via scanning item's barcode
6. Tap Save button to save the changes.

 HandiFox allows changing bin locations for items in credit memo making a long tap on the item and select Change Bin option (see: Advanced Inventory).

 HandiFox allows applying a price level to an item perform the long click on it and select Apply Price Level entry from the pop-up menu (see: Volume Discount and Price Rules).

Deleting Items for Credit Memo

1. In the app, go to Main → Sales.
2. Type customer's name in Look for customer field you want to edit credit memo for or type % sign to see the list of the customers to find the correct one in the list.
3. Long tap on customer you want to edit credit memo for and tap Credit Memo button.
4. Tap any credit memo you want to edit and tap Edit button.
5. Long-tap the item you want to delete and tap Delete button.