Customer Discounts

How do I correctly remove a customer discount;  I have tried deleting but that only created an additional credit for the customer

Hello dianmen1,

Thank you for chiming in on the thread! Just wanted to clarify the credit that you are seeing, was this from an overpayment or from a credit memo? 

I will be looking forward to your response! See you soon.

The credit I am referring to is due to us deleting a payment in QB;  When we deleted the payment we didn't realize a credit went onto the customers account.  So we re-received the payment and now there is that credit.

The customer does not have an actual credit but in QB they do.

To properly remove the customer discount is to toggle the Discount until it shows zero, dianem1.Please see the screenshot for reference.

On the other hand, deleting a customer payment in QuickBooks may not fully remove it from the customer’s profile it may just unlink it from the invoice. Alternatively, if the payment amount exceeds the invoice total in the Receive Payment screen, QuickBooks automatically creates a credit on the customer’s account.

I also suggest running the Customer Balance Detail Report to track down the credit. This report also provides a detailed look at all the transactions tied to the customer and can help pinpoint the exact credit that is causing the incorrect balance. Here's how:

1. Log in to your QuickBooks Online account.
2. Go to the Reports menu.
3. Enter Customer Balance Detail.
4. Filter to the specific customer.
   

Once you find the credit, click on the specific payment transaction, More actions and Delete.

If you have further questions, click the Reply button below.

Hello

I've run the report; customer balance detail;  The credit does not show up; 

Hi there, dianem1. It appears you have posted a similar query twice. My colleague has already responded to your concerns and suggested opening the Account QuickReport in the Chart of Accounts.
 

You can view their full response through this link: https://quickbooks.intuit.com/learn-support/en-us/payments/re-deleting-customer-credits/01/1572352/h...
 

If you have follow-up questions or need further assistance, please know we're here to help.