Making a Credit Memo
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Credit Memos may need to be issued to customers who have purchased product, but it has arrived damaged or incomplete. For lower priced items we will issue them a credit to their account instead of asking they ship it back to us. This can be documented with a credit memo.
- In Quickbooks go to the Customers Tab
- Find the customer you want to Credit and go to their account.
- Click the drop down on New Transaction in the top right. Select Credit Memo.
- Select the product
- Find the price they paid for the item.
- Put their email in the top left.
- Click Save and Send.