Finding a credit memo
Use the Customer Center
Click Customer Center.
If you know the customer’s name, select the customer on the Customers & Jobs tab, then click the Show drop-down list and choose Credit Memos.
Otherwise, click Credit Memos on the Transactions tab to get a list of credit memos for all customers.
(Optional) Use the Filter By and Date drop-down lists to narrow down the set of credit memos displayed.
Double-click the credit memo to open it.
Use the Find feature
Go to the Edit menu and click Find.
Click the Transaction Type drop-down list and choose Credit Memo.
To narrow the search, you can enter additional information such as the name of the customer, amount of the credit, or a range of dates.
Use Advanced Find for more detailed searches.
Use a register
If you know the customer’s name, open the customer register to display transactions for that customer.
If you don’t know the customer’s name, open the Accounts Receivable register.
Scroll to find transactions of type CREDMEM. Entries in a register are presented in chronological order.
To open a credit memo, select it in the register and click Edit Transaction in the toolbar of the register form.
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Laura Gonzalez President of Virtual Business Solutions, providing Business and Website Consultant and Coach. Specializing in teaching professionals how to leverage the internet and their website as a tool to generate new customers, increase sales and be more productive.
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