- Knowledge Base
- Learn
- Sales
-
Getting Help
-
Installation
-
Learn
- Business Activities
- Business Activity Manager
- Business Alerts
- Configuration
- Customer
- Database
- EDI
- General
- Inventory
- Manager Windows
- Mobile
- Picklists (Advanced Picking)
- Product
- Purchasing
- Purchase Order Manager
- QuickBooks & Acctivate Basics
- QuickBooks Desktop Sync
- QuickBooks Online Sync
- Reporting
- Sales
- Sales Order Manager
- Sales Tax
- Server
- Shipping
- Startup
- User Interface
- Webstore
-
Troubleshoot
-
Specs
-
How do I?
What's the Difference Between Credit Proof and Credit Memo?
Credit Memo: a request to return an incorrect or damaged product Credit Proof: the document issued to the customer after a return, with the details for the return
In business when a customer submits a request to return an incorrect or damaged product, navigate to Sales > Credit Memo to open the credit window.

If the customer will return the unwanted item, it may be necessary to provide them with a Credit Proof. A Proof is the document issued to the customer, with the details for the return. You may also choose to Complete a Return Merchandise Authorization (RMA) using Business Activites.

Once the product has been received and it is time to issue the credit, navigate to Sales > Credit Memo and Create Credit.

After the credit has been issued, a PDF copy of the Credit Memo can be printed or emailed from the Invoices tab.
