Greetings, @NCAuxiliary.
Allow me to take this opportunity to provide you with information on how you can issue a credit memos to your customer. Let's get started!
Here's how to create credit memo:
- Click the Customers menu.
- Choose Create Credit Memo.
- Select the name of the Customer:Job.
- Enter the credit memo details.
- Click Save and Close.
Once all the credit memo's are created, you can now write a check with the total amount of the refund. Here's how:
- Go to Banking.
- Select Write Checks.
- Choose the Bank account where the check will be posted.
- Enter the name of the customer in the Pay to the Order of.
- Type in the total amount of the refund or credit.
- In the section for Memo, enter the Credit Memo numbers.
- Go to the Expenses tab.
- Choose Accounts Receivable in the Account column.
- Enter the amount of the refund and the name of the customer.
- Click Save and Close.
Lastly, to avoid getting open credit memos and an unapplied refund checks, let's link the credit memo to the check. Here's how:
- Click the Customer menu.
- Choose Receive Payments.
- From the Received from drop-down, select the Customer.
- Go to Discounts And Credits.
- In the Available Credits section, mark the check you created, then select Done.
- Select Save & Close.
That should do it! Please don't hesitate to click the Reply button if you have other questions about creating credit memo in QuickBooks Desktop. I'm always here to help.