Limited time. 50% OFF QuickBooks for 3 months.

Buy now & save
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Work smarter and get more done with advanced tools that save you time. Discover QuickBooks Online Advanced.
mrsstoll
Level 1

Credit Memo Issue

We are a small CDL School and my boss receives most student payments at the time the student comes in for the lesson, so we normally give them a sales receipt for payment. But this last student he overcharged by 10 hours and wanted to issue him a new sales receipt showing that he applied 2 hours of credit to that sales receipt as form of payment. Since the first one was never recorded as an invoice but rather a sales receipt is there a way to do this to keep our records straight?

1 Comment 1
Ethel_A
QuickBooks Team

Credit Memo Issue

Hello there, @mrsstoll.

 

I'll help you give your student a refund or a credit and record it in QuickBooks Desktop.

 

You can create a credit memo or refund check. Follow the steps below.

 

  1. Go to the Customers menu. Select Create Credit Memos/Refunds.
  2. From the Customer:Job drop-down, choose your customer.
  3. Type in the items you're giving a credit for, then hit Save & Close.

 

Once done, you can choose from the following to handle the credit.

 

  • Retain as an available credit.
  • Give a refund. You can issue a refund in cash or check.
  • Apply to an invoice.

 

For the detailed process of each option, you can read this article: Give your customer a credit or refund in QuickBooks Desktop for Windows. Go to Step 2 and check each way.

 

Finally, I'm also sharing these guides to understand your QuickBooks Desktop reports and how you can customize them:

 

 

Feel free to click the Reply button below if you have questions about giving a refund or credit memo. I'm always here to help. Have a great day.

Need QuickBooks guidance?
Log in to access expert advice and community support instantly.

Need to get in touch?

Contact us
Sign in for the best experience
Ask questions, get answers, and join our large community of QuickBooks users.
Sign In / Sign Up