Please see Appendix C Document Editor Setup Instructions in the user guide. Note: In order for this function to perform optimally, the Document Editor needs to be installed. In order to issue a credit memo, a credit memo template has to be created first. A company usually has a balance or a continuum of financial exchanges where a credit memo adds to the efficiency of exchanging money. Credit memos replace the constant need for issuing checks especially when large amount of transactions are feeding back and forth within an accounting system. A credit memo process is easier than creating a check request and having a check mailed to the company. You can save it as a Memo Template, and reuse it any time you need it.FINANCIAL MANAGEMENT | Credit Memo TemplatesĬredit memos are created when an institution has obtained an overage of funds and uses a credit memo to return a portion of funds back to a company. You will now be able to modify the Memo Template that you chose to exactly what will best serve the purposes of your organization. After you choose one of them, on the bottom right of this window, where it says “Create New”, chose “Template”. You will then be offered a number of different memo styles available to you, depending on your version of Word. Then, from the choices available on the top of the window that opens, choose “Memo”. There is also no shortage of choices available for users of Apple OS X, Google Docs, or Linux users.Įven the oldest versions of Microsoft Office include Memo Templates that you can use as they are or modify and save as new templates for your business to use as company standards.įrom the “File” tab in Microsoft Word, choose “New”. If you use Microsoft Word, you will find a bewildering array of choices available.
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There are many canned Memo Templates available free of charge online, which you can use as is or modify for your own purposes as needed. The final section memo will include actions that the writer of the memo expects or hopes that the reader will take in regards to the memo. You, as the writer of the memo, can next include any further exposition at this point in a separate paragraph. Unlike a letter, a memo will include no salutations. Examples include, as mentioned, a policy change or a meeting, or it could describe a milestone that that the company has achieved. The first few lines of the memo will describe its purpose, and will take off from where the “Re” of the header ended. If you are announcing a meeting date or the date of a policy change, it may be more appropriate to insert that date instead. In most cases, you simply insert the date that the memo is released. What to write after “Date” requires some thought. The body of the memo, which comes next, can include greater detail.
And, after the “Re”, you describe the purpose of the memo in a very short, clear, and precise manner. After “From”, you insert the same information about yourself.
You list each person that the memo intended for after the “To”, along with his or her title. The most commonly seen memo header appears as below: The standard practice is for memos to begin with a header. Standardization lends an aura of authority and consistency, which are both helpful in getting the message across quickly and efficiently. Most organizations use standardized Memo Templates.
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Sponsored Links How to Use a Memo Template