Creating Credit Memo – Update

This is for Pro, Premiere and Enterprise users:

InstantAccept now auto generates credit memo numbers so we can create credit memos from the desktop version of InstantAccept.  Please follow the steps below to insure your settings are accurate:

  1. Open desktop InstantAccept
  2. Click Settings
  3. Click Number Generation
  4. Under Invoicing Ref Number Generation / Choose InstantAccept Ref Number
  5. Under Other Number Generation / Choose Credit Memo line and click Auto Number Generation

At this point, you should be able to create credit memos with no issues.  This credit should be reflected within your Quickbooks as well.