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Create and apply credit memos in QuickBooks for Mac

SOLVED•by QuickBooks•11•Updated over 1 year ago

Learn how to create and apply a credit memo in QuickBooks for Mac.

Instead of a refund, some customers prefer to get credits they can use to reduce the balance on their next invoice.

You can use a credit memo to return money to your customers. We’ll show you how.

Note: When a customer overpays and you receive the invoice payment, QuickBooks saves the excess amount as available credits on their account.

Create a credit memo

If a customer doesn’t have existing credits on their account, here’s how to create a credit memo.

  1. Go to Customers, then select Create Credit Memos/Refunds.
  2. Enter the items you're giving a credit for, then select Save.

You can either write a refund check or apply the credit to an invoice.

  1. Go to Customers, then select Create Credit Memos/Refunds.
  2. Select the credit memo you'd like to create a refund for.
  3. Select Refund. This opens the Write Checks window.
  4. This creates your check and auto populates the details. Review and select Save.
  1. Go to Customers, then select Receive Payments.
  2. Select the customer on the Customer:Job ▼ dropdown.
  3. Select the Apply Existing Credits? checkbox.
  4. Select Save.

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