Watch a 3-minute tutorial about customizing forms
You can change the names and layout of the fields of a credit memo to fit the needs of your company by customizing a credit memo form template.
What kinds of credit memo templates can I use?
There are a number of credit memo templates you can use and customize. The easiest ones to use are the predesigned credit memo templates that you can download for free from the QuickBooks Template Gallery:
For Merchant Account Service: Invoices for "one-stop shop" and general merchant copy credit card credit memos.
For retail businesses: Several credit memos with different looks for retail businesses.
General: Many different credit memo templates with different graphics, borders, and colors.
In addition to the predesigned credit memo templates, there are a number of other credit memo templates in your Templates list:
Credit Memo Compact
Credit Memo Modern
Credit Memo Rounded
Custom Credit Memo
To do this task
Go to the Customers menu and click Create Credit Memos/Refunds to open a credit memo form.
The form you see onscreen is not how your credit memo looks when printed. Click Print Preview at the top right-side of the form to see how it will print and then click Close.
Select the template you want to use:
Click the Customize drop-down arrow and then click Manage Templates.
Note: You may need to resize or maximize the window to see the Customize drop-down arrow.
In the Manage Templates window, click each template in the list to see how the form will print. The template appears in the Preview section of the window.
If you don't see one you want, click Download Templates to download more for free from the QuickBooks Template Gallery. Click Open (not Save) when you download a form from the template gallery to ensure that it appears in your templates list.
Note: Templates that begin their names with "Intuit" are usually for preprinted forms—you can make only limited changes to these types of forms.
Once you select a template, click OK to begin making changes to it, or copy it first to create a new template:
Click the Copy button in the Manage Templates window.
The template appears in the Select Template list with the words "Copy of:" in front of the name.
In the Template Name field on the right side of the window, rename the template.
Click OK to save the template with the new name. The Basic Customization window opens.
Note: If a "Locked Template" message appears, either click Cancel to select another template, or click Make a Copy. Be sure to rename the copy.
Customize your template.
From the Basic Customization window you can:
Add your company logo to the printed or e-mailed credit memo and move it to a different spot on the credit memo
Add or change how your company name and contact information appear on the credit memo
Add or remove the status stamp (Paid, Pending, Received, and so on)
From the Additional Customization window you can:
Change the credit memo title, including the font that's used, and then move it to a different place on the form
Rename the date, number, customer, and ship to fields
Add or remove fields and columns on the credit memo
Rename a field or column
Change the order of the columns on the credit memo
Change the font that's used for different fields
Add special sections to the credit memo, such as warranty information, legal disclaimers, notes to customers, or contractual details
Align quantities on the printed credit memo
Add page numbers to the printed credit memo
Change the printer settings that are used when you print the credit memo
From the Layout Designer you can:
Add a remittance tear-off section or special instructions
Add lines and borders around different fields on the credit memo
Preview the form: The final step in customizing your form is seeing how the form looks onscreen and in print preview.
When you open a form, such as a credit memo, it uses the template that was last used. If you need to reselect this customized template, click the drop-down arrow at the top right side of the form and select it from the list.
Download templates from the QuickBooks Template Gallery
Import a template from another QuickBooks company
About customizing your forms
About credit memos