Create a new customer credit note for a job

Available in Microsoft Office Accounting Professional 2008 only.

Besides creating a customer credit note from the Customers Home page, you can create a customer credit note from the job record for that 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 notes that contain the same information, you can save a customer credit note as a template that you can reuse. For more information, see Create a recurring document.

  1. In the Navigation Pane, click Customers.

  2. Under Find, click Jobs.

  3. Double-click the job.

  4. On the Actions menu, click New Credit Note for this Job.

  5. Do one of the following:

    • Enter the information on the customer credit note.

    • Create a credit note from an invoice.

      How?

      1. On the toolbar, click Create from.

      2. Follow the instructions in the Select an Invoice dialog box.

  6. To close the customer credit note, click Save and Close on the toolbar.

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

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

Share Facebook Facebook Twitter Twitter Email Email

Was this information helpful?

Great! Any other feedback?

How can we improve it?

Thank you for your feedback!

×