Creating a new credit memo template

Creating a credit memo template

  1. Click Settings
  2. Under Receivables, click Credit Memo Templates
  3. Click 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 is 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. Click Save