Create a customer credit memo for a job

Available in Microsoft Office Accounting Professional 2008 only.

In addition to the other ways to create a customer credit memo in Microsoft Office Accounting 2008, you can create one from the job record for a job. To use jobs, you must have selected the Use jobs check box in the Preferences dialog box.

Tip: If you frequently create customer credit memos that have the same field or line item information, you can save a customer credit memo as a template that you can reuse. For more information, see Create a recurring document.

  1. On the Customers menu, point to Customer Lists, and then click Jobs.

  2. Double-click a job.

  3. On the Actions menu, click New Credit Memo for Job.

  4. Do one of the following:

  5. To close the customer credit memo, click Save and Close on the toolbar.

  6. To close the job, click Save and Close on the toolbar.

  7. To save the customer credit memo as a template that you can reuse, click Recurring.

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