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How to send a Credit notice from an overpayment?

A customer wants a "credit memo" due to an overpayment from their cheque. If I create a credit "memo" it will create a duplicate credit.
How to give the customer an actual credit memo without duplicating amount?
1 Comment
QuickBooks Team

Re: How to send a Credit notice from an overpayment?

Hello,

 

Thanks for being a member of the QuickBooks family. I'll gladly assist with this. QuickBooks Online comes with awesome features that help manage your sales transactions. If your customer overpaid, you can record a customer refund for over-payment. To do so, follow these steps:

 

Step 1: Record the refund cheque

  1.     Select the Plus icon (+).
  2.     Under Suppliers, select Cheque.
  3.     In the Category column, choose Accounts Receivable.
  4.     Enter the over-payment amount in the Amount column.
  5.     In the Customer column, choose the customer.
  6.     Select Save and close.

 

Step 2: Pair the Cheque with the credit or over-payment

  1.     Select Create (+).
  2.     Under Customers, choose Receive Payment.
  3.     Fill out the fields as needed
  4.     Under Outstanding Transactions, select the Cheque that you created. 
  5.     Under Credits, select the Unapplied Payment
  6.     Make sure Amount Received is zero. 
  7.     Select Save and close.

Reach out if you have any other questions.