Credit Notes

DavidCB1971 · ‎November 01, 2021

For various reasons, an invoice will sometimes be incorrect and an equal and opposite credit note will need to be issued - QBO does not allow the conversion of an invoice into a credit note with the exact same details! Has anyone found a way around this problem or is it necessary to manually enter the same details (on the invoice) into a blank credit note form? Many Thanks Barrie ([email address removed])

paul72 · ‎November 11, 2021

Hi @DavidCB1971

If the customer is amenable & the invoice has not yet been filed (for VAT) you could always amend & re-send the invoice.

There is no way (I will stand to be corrected) to auto-fill a credit note from an invoice.

The quickest way (if using on a desktop browser) is to have two windows/tabs open at the same time - one showing the invoice & the other showing the credit note - simply copy/paste from invoice to credit note.

(QBO allows multiple tabs open as you aren't trying to save the same thing from different tabs)

Hope this helps.

View solution in original post

paul72 · ‎November 11, 2021

Hi @DavidCB1971

If the customer is amenable & the invoice has not yet been filed (for VAT) you could always amend & re-send the invoice.

There is no way (I will stand to be corrected) to auto-fill a credit note from an invoice.

The quickest way (if using on a desktop browser) is to have two windows/tabs open at the same time - one showing the invoice & the other showing the credit note - simply copy/paste from invoice to credit note.

(QBO allows multiple tabs open as you aren't trying to save the same thing from different tabs)

Hope this helps.

Birmingham Bookkeeper · ‎November 18, 2023

It's November 2023 now and this problem still not solved. - Come on Quickbooks !!!

Have a credit invoice on the drop down with void delete and audit.

Then option to credit in full or part credit. Option to attach credit note to invoice if required.

JamesAndrewM · ‎November 18, 2023

Hello there, Birmingham.

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