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Credit Memo/Refund

Roll cursor over data fields below for more info

Overview- Issue a credit to a customer.


  • Export- Export the form as an html file.
  • Email Options- Set options for emailing this form.
  • Email- Email this form.
  • Page Setup- Set the print options for this form.
  • Print Preview- Preview the form as it will appear printed.
  • Print- Print the form to a connected printer.
Added By- Computer generated - shows who created the record.

Created- Computer generated - shows when the record was created.

Update- Computer generated - shows when the record was last altered.

Number- Number generated by the program when the Credit Memo is saved.

Printed - Indicates and lets the user select whether or not the Credit Memo has been printed.
Credit Date -Date the credit was issued.

Customer- Displays the selected customer name and mailing address.

Customer Balance- Displays the selected customer's balance.

Customer select button- Opens the customer selection dialog.

Address Selection button- Opens an address selection list for this customer.

Account- Select a payment account.

Balance- The selected payment account balance.

Payment method- Select the method of payment.

Check/Card Number- Enter a check or card number if appropriate.

Procedure Selection Button - Opens procedure selection dialog.

Product Selection Button- Opens product selection dialog.

Remove Button- Removes Highlighted item from the grid.

Line Item Grid- Displays selected item as well as computed sub totals for each line. Allows quantity, price, discount and taxable status editing.

Notes - Enter notes to be included with the Credit Memo.

Tax - This advanced feature enables you to have a variety of tax rates that apply to different regions or locations. You can manually select a different tax rate, or you can set up tax rates to change automatically based on the customer postal code.

Totals window- Displays the subtotals from the Credit Memo and computes a grand total.

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