1. Order Management
  2. Customer Returns
  3. Customer Credits and Refunds
  4. Customer Credits
  5. Printing a Customer Credit Memo

Printing a Customer Credit Memo

To print credit memos, you need Adobe® Reader®. Visit the Adobe Web site to download the latest version at no charge.

To print a single credit memo:

  1. Go to Transactions > Customers > Issue Credit Memos (Administrator).

  2. On the Credit Memo page, complete the information as appropriate.

  3. Click Print.

    If you have the Download PDF Files preference enabled at Home > Set Preferences > General, you must save the file to your computer, open it from there, and print it. If you do not have this preference enabled, NetSuite opens the credit memo PDF in your browser.

  4. Click the printer button in the Adobe application frame in your browser or in the Adobe application on your computer.

  5. If you wish to print multiple copies, specify the number on the print message that appears.

  6. Click OK.

You can also print credit memos by going to the Transactions > Customers > Issue Credit Memos > List (Administrator). Then, on the Credit Memos page, click Print next to the credit memo you want to print.

You can print several credit memos at one time if you check the To Be Printed box on each memo when you create it.

To print multiple credit memos:

  1. Go to Transactions > Management > Print Checks and Forms (Administrator).

  2. Click Credit Memos.

  3. On the Print Credit Memos page, if you use locations, choose the location you want to print credit memos from.

  4. Check the Allow Reprinting box to be able to reprint previously printed transactions.

    When you check this box, all documents appear at the bottom of the page in segments.

  5. Place a check mark in front of each credit memo you want to print.

  6. Click Print.

    If you have not enabled the Download PDF Files preference on the Set Preferences page, a preview of your credit memos pops up in the Adobe application.

    If you have enabled the Download PDF Files preference, you must first save your credit memos and then open them with the Adobe application.

  7. Click the printer button in the Adobe application frame.

  8. If you want to print multiple copies, specify the number on the print message that appears.

  9. Click OK.

Your administrator can customize the layout of your printed forms using advanced PDF/HTML templates. For information, see Advanced PDF/HTML Templates.

Related Topics:

General Notices