Printing Credit Memos
To print or view the completed credit memoA document issued by the merchant to a customer to write off an outstanding balance because of overcharge, rebate, or return of goods., you must have a PDF reader installed on your computer. You can download Adobe Reader at no charge.
To print a credit memo:
On the Admin sidebar, tap Sales. Then under Operations, choose Credit Memos.
Use one of the following methods to print the credit memo:
In the grid, open the credit memo.
Print Credit Memo
In the list, mark the checkbox of each credit memo that you want to print.
Set the Actions control to “PDF Credit Memos. Then, tap Submit.
When prompted, do one of the following:
- To save the document, tap Save. Then, follow the prompts to save the file to your computer. When the download is complete, open the PDF in Adobe Reader, and print the document.
- To view the document, tap Open. The printed-ready PDF credit memo opens in Adobe Reader. From here, you can either print the credit memo or save it to your computer.
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