After you issue credit to a customer, you can print a credit memo for your records or to share with the customer. Quicken supports printing to paper or saving as a PDF. You can also email the credit memo if needed.
Note: This feature is available only in the Business & Personal edition of Quicken Classic for Windows.
What this does
A printed credit memo provides formal documentation of a credit applied to a customer’s account. It's typically used when a customer cancels an order, returns goods, or receives a price adjustment.
Example: If you issue a $100 credit for a returned item, you can print a credit memo and include it in your customer communication or files.
To print a credit memo
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Open the account used to track customer invoices and credits.
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Navigate to the Business tab and select Invoices and Receivables.
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Locate and open the credit you want to print.
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Click Print at the bottom of the credit form.
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In the Print Invoices dialog:
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Choose Quicken PDF Printer to save the credit memo as a PDF.
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Or, choose your physical printer to print to paper.
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(Optional) Click Preview to view the credit memo before printing.
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Click OK to print or save.
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If saving as a PDF, enter a file name and choose a location when prompted.
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Optional: Email the credit memo
Instead of printing, you can email the credit memo directly to the customer from within the credit form by selecting the Email option.