Learn how and when to give a credit note or delayed credit to customers.
Instead of a refund, some customers prefer getting a credit they can use to reduce the balance on their next invoice.
There are a few ways to handle credits 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 difference 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.
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.
We're here to help
If you have questions about providing refunds or credit notes, or need help refunding a customer or supplier, let us know. Sign in to QuickBooks and start a discussion with a qualified QuickBooks Online expert in the community.