How do i set up a credit note?

I can walk you through the steps on successfully setting up your credit note in QuickBooks Online, winston.

You can use credit note when your customer wants to reduce their current open balance or use it as a payment for an invoice. To create one, here's how:

1. Go to + New.
2. Under CUSTOMERS, select Credit note.
3. Add the necessary details.
4. Once done, click Save and close.

For more information about credit note, you can visit this article: Create and apply credit notes or delayed credits in QuickBooks Online.

Moreover, if you want to transfer credit from one customer to another, here's an article you can follow: How can I transfer a credit from one customer to another?

Don't hesitate to get back to us by clicking the reply button if you have further concerns about setting up a credit note. I'm all ears if you have one.