Credit Memos
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
Adding Item to Credit Memo
Deleting Items for Credit Memo
- bins
- apply discount and price level
