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Hi team,
I am on the basic QBO plan, I want to give a CR for some jars a stockist has purchased, which we will issue as free samples, they have paid the invoice so can't amend it so need a CR. Apparently CR's are not allowed on the base plan - a bit odd as they are a basic function in a business and to upgrade doubles my costing for something I don't use very often!
Wondered if there was a work around?
Thanks
Hi Jamie,
Good to see here in the Community!
We can record the credit using the adjustment note or expense option in QuickBooks Online. To record the credit and apply it to the future invoice, we can use the adjustment note option. If you've refunded them, we can use the expense transaction option.
Here's how to:
To record the refund/credit using expense:
Then, click on + New > Receive Payment option to link the adjustment note and expense created. That's it! You've now recorded the customer refund in your QBO file.
Check this link to learn more about how to: Handle customer refunds in QuickBooks Online.
Drop by again in the Community if you have other questions about QBO. I'm around to assist you.
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