You can delete the credit transaction to clear or remove it from your record, Mick. I'm here to guide you on how.
- Open your QuickBooks Desktop (QBDT) company file.
- Go to the Customers tab, then select the customer's name where the credit is recorded.
- From the Transactions tab, filter the dates to All, and the Transaction Type to All or just Credit Memo.
- Select the transaction from the result.
- Once the transaction is open, click on Delete and hit OK.
From there, the credit will no longer pop up when recording a new invoice.
Moreover, you can check out the topics from this link for more tips and resources while working with your customer transactions in the future: Get started with customer transaction workflows in QuickBooks Desktop.
If you have any other questions about clearing out existing customer credits, let me know by adding a comment below. I'm more than happy to help. Have a good one!
