Email a credit memo

You can email a PDF copy of a credit memo to the customer. eGrow Connect will keep track of emails sent this way in each customer’s Activity Log. You can send a test email to see how it will appear before sending a real email if you want.

Note: The email will not be sent from your email address, but rather from a generic eGrow Connect email address. If you want to send from your own email, print the credit memo as a PDF and then attach it to your email.

1. Navigate to Sales, then Credit Memo.
2. Find and double-click on the credit memo in the left pane list.
3. Click Email in the taskbar.
4. Complete the email form fields in the popup window, then hit Send.