When you enter customer credit memos in Sage 50, you can leave the Credit No. field blank to have Sage 50 automatically assign numbers to credit memos when printed.
To print credit memos, you can do any of the following:
- Print memos one at a time from the Credit Memos window by simply selecting the Print button. Printing from the Credit Memos window both prints and saves the memo.
- Print a batch of credit memos in one session from the Credit Memos window.
- Print a batch of credit memos in one session from the Select a Report or Form window.
How to print a batch of credit memos from the Credit Memos window
- From the Tasks menu, select Credit Memos. Sage 50 displays the Credit Memos window.
- Select the Print drop-down button and choose Select Credit Memos to Print from the menu. Sage 50 displays the Preview and Print filter window.
- When you print credit memos, you can choose to print credit memos that have not been printed, which are those credit memos saved or posted in the Credit Memos window without a credit memo number, or you can choose to reprint previously printed credit memos.
- Sage 50 displays the suggested first credit memo number in the Number the first credit memo field on the Preview and Print filter screen. You can change this if you want.
- Select Print/Email after you make your filter selections and then click OK on the Print dialog.
- When the credit memos stop printing, Sage 50 displays a message asking if the memos printed correctly and if it's okay to update the journal. Look carefully at your memos before you answer Yes to this question.
How to print a batch of credit memos from the Select a Report or Form window
- From the Reports & Forms menu, select Forms, then Credit Memos . Sage 50 displays the Select a Report or Form window.
- Select the form that best meets your needs from the Forms list and click the Preview and Print button which is located below the sample image of the form on the Select a Report or Form window.
- Sage 50 displays the suggested first credit memo number in the Number the first credit memo field on the Preview and Print filter screen. You can change this if you want.
- Select Print/Email after you make your filter selections and then click OK on the Print dialog.
- When the credit memos stop printing, Sage 50 displays a message asking if the memos printed correctly and if it's okay to update the journal. Look carefully at your memos before you answer Yes to this question.
- When you answer Yes, Sage 50 records the credit memo numbers used on the forms into the Sales Journal.
- If you answer No, the credit memo numbers are left blank, and the memos will be printed again during the next credit memo run.
When you print credit memos, you can choose to print credit memos that have not been printed, which are those credit memos saved or posted in the Credit Memos window without a credit memo number, or you can choose to reprint previously printed credit memos.