Credit Memos

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Main Page –> Transactions

For Credit Memos in QuickBooks Online, see Credit Memo

Under credit memos one can see a menu (top right corner) and switch between table view or list view. Once you select (by double tapping) a credit memo you can proceed to:

• Edit.

  See Edit Credit Memo

• Email.

• Delete.

• Generate a pdf with current data, including your company logo.

• Share the pdf.

• Collect a signature.

• Go to credit memo’s customer.

• Add/Delete/Share credit memo’s images.

  See Credit Memo Images

• Call the customer.

• Use whatsapp to call or text.

• Open the map app with the customer billing address.

• Set configuration for the Credit Memo’s page.

  See Credit Memos Settings

  • Reload images from the cloud.

  • Enable/Disable credit memos notifications.

  • Enable/Disable display columns under table view.

The search icon at the top, will filter the list by the search filter criteria applied to credit memo’s number. The icon at the bottom indicate you can add a credit memo.

Pages.

Edit Credit Memo Credit Memo Images Edit Credit Memo Lines Credit Memos Settings

Any data changed or created, the app will ask, while exiting the page for:

• Back, to add more changes.

• Cancel, to discard changes.

• Ok, to save it.

Once the data is saved, the changes will propagate to any mobile user of the app, seamlessly.

More screenshots.

List Table Selected Menu

List

Table

Selected

Menu Choices