Create and apply credit notes or delayed credits in QuickBooks Online
by Intuit•1• Updated 3 months 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.
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