Create templates for the different types of credit memos. You might have to standardize what information needs to be included.

Creating a credit memo template

1. Select Settings
2. Select Credit Memo Templates under Receivables
3. Select New
4. Enter Credit Memo Template details
   • Default - select this to be the default template for creating credit memos
   • Name - name the template so that it's easy to recognize
   • Style - select each to see a preview
     • Clean
     • Classic
     • Modern
   • Title
   • General - Choose the fields to show on a credit memo using this template
   • Items - Choose the fields to show on a credit memo using this template
   • Summary - Choose the fields to show on a credit memo using this template
   • Footer - Uncheck if not wanting customers to pay through the portal
   • Customer Message - a default message that shows on the credit memo for customers
5. Select Save