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taylor10
Level 1

Hi, I’m using the app and can’t find where to issue a credit note to a client? Any help would be greatly appreciated.

 
Solved
Best answer April 14, 2020

Accepted Solutions
ChristieAnn
QuickBooks Team

Hi, I’m using the app and can’t find where to issue a credit note to a client? Any help would be greatly appreciated.

Hi there, taylor10.

 

Currently, the option to issue a credit note to a client is only available in QuickBooks Online web browser.

 

I suggest logging in your QuickBooks account using a web browser. Then, enter a credit note from there.

 

Here's how 

 

  1. Click the Plus icon.
  2. Under the Customers column, select a Credit note.
  3. Enter the customer name, date, products/service items, quantities, and amounts.
  4. Hit the Save and Close button.

 

Once done, if you want to apply the credit note to an invoice. Please follow the steps below.

 

  1. Select the Plus icon at the left panel.
  2. Choose Received Payment.
  3. Select the customer or project you selected in the invoice.
  4. Enter the date and memo.
  5. Leave the fields Payment Method, Ref#, Deposit to, and Amount blank.
  6. Select the invoice under Outstanding Transactions and Credit note under Credits. Make sure you put a checkmark for both transactions.
  7. Verify that the total to pay (if any) is correct after applying the credit note.
  8. Hit the Save and close.

 

For additional information, you can check this article: Enter and apply credit notes and delayed credits in QuickBooks Online. This article also provides information on how you can set up to apply for credits automatically.

 

Please check this article to see different ways on how you can record a customer refund based on various scenarios: Record a customer refund in QuickBooks Online.

 

Please know that you're always welcome to post if you have any other concerns. Wishing you and your business continued success.

View solution in original post

1 REPLY 1
ChristieAnn
QuickBooks Team

Hi, I’m using the app and can’t find where to issue a credit note to a client? Any help would be greatly appreciated.

Hi there, taylor10.

 

Currently, the option to issue a credit note to a client is only available in QuickBooks Online web browser.

 

I suggest logging in your QuickBooks account using a web browser. Then, enter a credit note from there.

 

Here's how 

 

  1. Click the Plus icon.
  2. Under the Customers column, select a Credit note.
  3. Enter the customer name, date, products/service items, quantities, and amounts.
  4. Hit the Save and Close button.

 

Once done, if you want to apply the credit note to an invoice. Please follow the steps below.

 

  1. Select the Plus icon at the left panel.
  2. Choose Received Payment.
  3. Select the customer or project you selected in the invoice.
  4. Enter the date and memo.
  5. Leave the fields Payment Method, Ref#, Deposit to, and Amount blank.
  6. Select the invoice under Outstanding Transactions and Credit note under Credits. Make sure you put a checkmark for both transactions.
  7. Verify that the total to pay (if any) is correct after applying the credit note.
  8. Hit the Save and close.

 

For additional information, you can check this article: Enter and apply credit notes and delayed credits in QuickBooks Online. This article also provides information on how you can set up to apply for credits automatically.

 

Please check this article to see different ways on how you can record a customer refund based on various scenarios: Record a customer refund in QuickBooks Online.

 

Please know that you're always welcome to post if you have any other concerns. Wishing you and your business continued success.

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