Printing a Customer Credit Memo

A Customer Credit Memo has only one printout option.

Note
  • If a Customer Payment status has not reached the posted status, the user can only access the print preview, which has a watermark labeled "DRAFT," since the print link is disabled.
  • When a Customer Payment is in a posted status, the print link is activated without any watermark, while the print preview will be disabled.

The process of printing a customer credit memo in Print Preview and Print is the same.

When generating a printed copy of a customer credit memo, ensure you are currently in a read mode state where you can view the details of a customer credit memo transaction to enable the print preview and print link. To know more info, Click Searching & Reading an existing Customer Credit Memo record.

Suppose the transaction is in a posted status:

  1. Click print link at the upper right.

    Print button

  2. After clicking the print link, a pop-up dialog box appears, with default Print option defaulted to Customer Credit Memo.

  3. The user needs to click the OK button.

    Printer logo

  4. After clicking OK button, print out in PDF form is displayed in another tab.

  5. If the user wants to download it in his computer, he needs to click the printer logo

    Print popup prompt

  6. After clicking, user has an option to save as PDF or whatever he prefers to do with the document, then, click Save.

    Print popup prompt