Credit Memos: How to Email, Download or Print a Credit Memo

Send a Credit Memo to your customer, or download or print it as a PDF.

Email it to your customer

1. Open the Credit Memo.
2. Click Email Credit Memo (or Resend Credit Memo if you've sent it before).
3. Select the contact.
4. Click Send Email.

The email attaches the memo PDF, with items, remaining credit and credit history as of today. You'll see the send in the memo's email history. You can send it to a contact who has turned off Credit Memo emails; it's a one-time send and their setting stays off.

Download or print

1. Open the Credit Memo.
2. Click the download or print icon at the top right.