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Customize your credit memo forms

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

  • Return Receipt

To do this task

  1. 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.

  2. Select the template you want to use:

    1. 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.

    2. 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.

    3. 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.

  3. Once you select a template, click OK to begin making changes to it, or copy it first to create a new template:

    1. 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.

    2. In the Template Name field on the right side of the window, rename the template.

    3. 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.

  4. Customize your template.

    From the Basic Customization window you can:

    From the Additional Customization window you can:

    From the Layout Designer you can:

  5. 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.

Templates list in form window

See also

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