Credit memos

Credit memos are made when our customer wants to return us the purchased goods. The reason of returning the goods may be a defect.

In order to know that how can we make credit memos in peach tree, click on the Tasks menu and then select Credit Memos

Then the following screen will appear

In this screen, select the customer from the drop down list of customer ID (who wants to return the goods).

Note:

If we had sell the goods to our selected customer through an invoice, the Apply to Sales tab will automatically shift to Apply to Invoice No. tab, otherwise do not shift.

After selecting the customer, select the invoice number from the drop down button in front of Apply to Invoice No., as we can see below

By selecting the invoice number, the software will give us the details of the goods we sold to our customer, as we can see below

Give the date in the Date, and the invoice number in the Credit No.

And after that the quantity of the returned goods in the Returned, the software will automatically make the total of the transaction.

Then we have to press the Alt + s or the Save button in the header to save this credit memo.

Note:

We can also view the previous credit memos by clicking on the option of the Open in the header.