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?
Re: How to send a Credit notice from an overpayment?
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
Select the Plus icon (+).
Under Suppliers, select Cheque.
In the Category column, choose Accounts Receivable.
Enter the over-payment amount in the Amount column.
In the Customer column, choose the customer.
Select Save and close.
Step 2: Pair the Cheque with the credit or over-payment
Select Create (+).
Under Customers, choose Receive Payment.
Fill out the fields as needed
Under Outstanding Transactions, select the Cheque that you created.