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Email credit memos

You can email credit memos to your customers directly from QuickBooks. When you email a credit memo, your customer receives it as a PDF file attachment to the email.

First-time emailer from QuickBooks?

To do this task
  1. Go to the Customers menu and click Create Credit Memos/Refunds.

  2. Enter the information for the credit memo.

  3. Click Email drop-down and then click Send.

  4. In the Edit Email Information window, check the email addresses in the To and From fields.

    The To field should show your customer's email address. The From field should show your company's email address.

  5. If other people should receive a copy of the credit memo, enter their email addresses in the Cc or Bcc fields.

    How do I enter more than one email address?

    You can enter multiple email addresses in the To, Cc, or Bcc fields. Use commas (,) or semi-colons (;) to separate the addresses.

  6. If needed, change the email message so that it is appropriate for your customer. To do so, click anywhere in the email message and enter your changes.

  7. (Optional) Edit the default email message for credit memos.

    You can set defaults for the Bcc email address, the Subject line, and the text for emails by clicking Edit Default Text and entering information on the Company Preferences form. If you want to receive a copy of the email, enter your own email address in the Bcc field.

  8. Spell-check the email.

  9. Click one of the following:

    • Send Now to send the credit memo immediately.

    • Send Later to hold the credit memo to be sent later, in a batch with other forms waiting to be sent.

To do this task
  1. Go to the Customers menu and click Create Credit Memos/Refunds.

  2. Enter the information for the credit memo.

  3. Do one of the following:

    • Click Email drop-down and then click Send. Your email program opens with the credit memo attached to the email.

    • To hold your credit memo to send later in a batch with other forms, select the To be emailed checkbox on the credit memo, and then click Save. When you're ready to send the batch, follow the steps to send a batch of emails.

  4. If you're sending the credit memo now, use your email program to:

    1. Check the email address in the To field.

    2. If other people should receive a copy of the credit memo, enter their email addresses in the Cc or Bcc fields.

    3. If needed, change the email message so that it is appropriate for your customer.

    4. To attach other forms to this email, create a PDF of each form you want to send to this customer and attach it to your email.

  5. When the email is ready, send it to your customer.

See also

KB ID# H_EMAIL_CREDIT_MEMOS
12/5/2016 6:51:50 PM
PPRDQSSWS403 9138 Pro 2017 fedb01