Printing Credit Memos

You may print credit memos when you view, create a new credit memo or make changes to an existing credit memo.

1. At the Customer field, enter the six-character customer code for the credit memo.

If you are uncertain of the customer code see Navigating Net Yield - Selecting a Customer Code.

2. After selecting the appropriate customer, the customer's balance displays in the Account Balance field. A Select An Option window appears with the following options:

• EXIT – Select EXIT to exit and return to the Customer field.
• ADD – Select ADD to add a new credit memo for this customer.
• A list of credit memos previously entered in the system.

Scroll to the credit memo you wish to print and press Enter to confirm your selection..

Note: If the credit memo is from a prior year the message "Warning: Prior Year Memo !!! Space Bar to Continue" will appear.

3. Command options will appear; select Print. Command options will appear allowing you to print or choose from a set of other print options.

Note: The Sales Rep and Broker fields will display only If commissions are set to yes in Ledger Options.

The following information will print:

• Your company's contact information – Name, address, and phone number
• The credit memo information – The reference number, the date of the debit memo
• The customer's contact information – Name, address, and phone number
• The customer code
• A description of the credit memo (if a description was entered).
• The dollar amount to be credited.

For more information about the Credit Memo option see Credit Memos.

Security Required : Receivables - Receivable Adjustments