Print a credit memo

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

1. Open the account used to track customer invoices and credits.

   • Navigate to the Business tab and select Invoices and Receivables.

2. Locate and open the credit you want to print.

3. Click Print at the bottom of the credit form.

4. In the Print Invoices dialog:

   • Choose Quicken PDF Printer to save the credit memo as a PDF.

   • Or, choose your physical printer to print to paper.

5. (Optional) Click Preview to view the credit memo before printing.

6. Click OK to print or save.

   • If saving as a PDF, enter a file name and choose a location when prompted.

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.