Credit Memos

Use Credit Memo to print credit memos. If you want to print the credit memo to a form, make sure a credit memo form has been saved otherwise, the credit memo will print to plain paper.

In this Topic

Credit Memos
1. Printing credit memos
1. Forms
1. Include previously printed credit memos
1. Mailing date
1. Report dates

Printing credit memos

1. Open Reports > Credit Memos.

2. Select a report title.

3. Set up the report options.

4. Do you want to print credit memos to plain paper or a prepared form?

Print credit memos to plain paper. Continue to the next step.
Print credit memos to a prepared form. Load the prepared forms in the printer.

5. Click Print (CTRL+P).

The report prints.

Forms

Use the Forms tab if you need to update the form options or form print settings.

Include previously printed credit memos

Use this option when you need to print credit memos that have already been printed.

Do you want to reprint credit memos?

Yes, reprint credit memos. Click to select Include Previously Printed Credit Memos
No, this is the first time printing these credit memos. Clear the Include Previously Printed Credit Memos checkbox.

Mailing date

The mailing date is the date the statement will be sent.

Do you want to use the current date as the mailing date?

Yes, I want to use the current date as the mailing date. The current date is the default mailing date. Continue to the next step.
No, I want to use a different date as the mailing date. Select a different MM/DD/YYYY from the Mailing Date drop-down list, or click Advanced Options.

Report dates

Report Dates is the report date range. The report will use the report date range to select transactions to print on the report.

Do you want to use the current month as the report date range?

Yes, I want to use the current month. Continue to the next step.
No, I want to use a different date range. Change the Report Date, or click Advanced Options.