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In Microsoft Office Accounting 2008, you can use customer credit memos for any of the following transactions:

• Customer returns or refunds
• Journal entries posted against customer accounts
• Checks written to customers

 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. Do one of the following:

   • Create a new customer credit memo

     On the Customers menu, point to New, and then click New Credits and Refunds.

   • Create a customer credit memo from an invoice that has not been paid

     1. On the customer credit memo toolbar, click Create From.
     2. Follow the instructions in the Select an Invoice dialog box.
     3. Click OK.

   • Create a customer credit memo from an invoice that has been paid

     1. On the Customers menu, point to Customer Lists, and then click Invoices.
     2. Click the arrow next to Current View, and then click All.
     3. Double-click the invoice that you want to create the customer credit memo from.
     4. On the Actions menu, click Create Credit Memo.
2. Enter the information on the Customer Credit Memo form.

3. Save the customer credit memo.

    Note   When you save a customer credit memo, it is posted. Because a customer credit memo affects accounting, you cannot delete it. If you need to redo a customer credit memo, you can edit it or void it.

   On the toolbar, do one of the following:
   • To close the form, click Save and Close.
   • To create another customer credit memo, click Save and New.
   • To save the customer credit memo as a template that you can reuse, click Recurring.

Related topics

Handle a customer return or refund