Adding Attachments to a Credit Memo

Image or document attachments can be added to credit memos from a folder or from a camera/scanner.

To add an attachment from a folder

  1. Open the credit memo.
  2. Select the Attach - From Folder button.
  3. Navigate to the folder, and then click on the file.
  4. Click the Open button. The selected file is displayed in the credit memo Attachment panel.

To add an attachment from a scanner

  1. Open the credit memo.
  2. Select the Attach - From Scanner button.
  3. Scan the document or image.
  4. The attachment is displayed in the credit memo Attachment pane.

To add an attachment from a camera

  1. Open the credit memo.
  2. Select the Attach - From Scanner button.
  3. Select one or more images.
  4. The images appear in the credit memo Attachment pane.

Overview

Credit Memos

 

 

 

 

 

 

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CCC, CCC ONE, and the CCC Logo are registered trademarks of CCC Intelligent Solutions Inc. 9/16/2024 - 4:36 PM