Download memo documents
Learn how to download memo documents
You can get a copy of the credit memo or debit memo either from the memo menu or the History section of the memo detail page.
- From the memo menu: You can get memos either in PDF or Word format.
- From the History section: You can view and download a specific version of the credit or debit memo PDF.
Download a memo in PDF or Word format from the memo menu
- Navigate to Billing > Credit and Debit Memos in the navigation section.
- On the Credit and Debit Memos page, click the memo number that you want to download in the Credit Memos or Debit Memos tab. The memo detail page opens.
- Use the View button list to download the document in the desired format. The file is downloaded after you click the appropriate button.
Download a memo PDF from the History section
- Navigate to Billing > Credit and Debit Memos in the navigation section.
- On the Credit and Debit Memos page, click the memo number that you want to edit in the Credit Memo or Debit Memo tab. The memo detail page opens.
- Scroll down to the History section of the memo detail page, and click View PDF next to the version of the memo you want to download.