Create and apply credit notes or delayed credits in QuickBooks Online
by Intuit•1• Updated 1 month ago
Learn how and when to give a credit note or delayed credit to customers.
Instead of a refund, some customers prefer getting a credit note they can use to reduce the balance on their next invoice.
There are a few ways to handle credit notes in QuickBooks. You can create a credit note to immediately reduce a customer's current balance. Or you can enter a delayed credit so they can use it in the future.
Here's more about the differences and how to apply them to customer transactions.
Note: If your customer simply wants a refund, here's how to return your customer's payment.
Credit note customisation
Any customisations applied to the Standard template will be picked up by the credit note. To customise a credit note, edit the Standard template according to your needs.
Sign in now for personalized help
See articles customized for your product and join our large community of QuickBooks users.
More like this
- Handle a customer credit or overpayment in QuickBooks Onlineby QuickBooks•1•Updated 1 month ago
- How can I transfer a credit from one customer to another?by QuickBooks•2•Updated June 14, 2024
- Enter supplier credits and refunds in QuickBooks Onlineby QuickBooks•6•Updated September 26, 2024
- How accounts are affected by debits and credits in QuickBooks Onlineby QuickBooks•1•Updated June 21, 2024