Credit Proof vs. Credit Memo

In business when a customer submits a request to return an incorrect or damaged product, navigate to Sales > Credit Memo  to open the credit window.

If the customer will return the unwanted item, it may be necessary to provide them with a Credit Proof.  A Proof is the document issued to the customer, with the details for the return.  You may also choose to Complete a Return Merchandise Authorization (RMA) using Business Activites. 

Once the product has been received and it is time to issue  the credit, navigate to Sales > Credit Memo and Create Credit.

After the credit has been issued, a PDF copy of the Credit Memo can be printed or emailed from the Invoices tab.


Posted in Customer, QuickBooks and Sync, Sales - Last modified on June 29, 2018
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