You can create a credit memo and apply it to the invoice so the latter transaction won't show as unpaid, JS126. I'll help you complete the task below.
To start, create a credit memo. Here's how:
- Go to the + New button.
- Select Credit memo.
- From the Customer dropdown, select the customer's name.
- Enter the credit memo details, such as the date and the amount. Tip: You can create a custom credit service item to quickly add it to credit memos as a single line item.
- When you're done, select Save and close.
After that, apply the credit memo to an invoice. If you enable the Auto-apply credits option, QuickBooks will do this automatically. If it's disabled, you'll need to link the credit memo to the invoice manually. Refer to Step 3 (Create and apply a credit memo section) in this article for the step-by-step guide: Credit memos or delayed credits in QuickBooks Online.
On the other hand, in case you need to adjust your sales tax due, please see this article to guide you through the process: Sales tax adjustment in QuickBooks Online.
Furthermore, I'd recommend visiting the Sales page for a more comprehensive overview of your sales transactions and invoices. To know more about this, you can check out this article: View sales transactions in QuickBooks Online.
Stay in touch if there's anything else I can help you in tracking sales taxes and managing invoices in QuickBooks Online (QBO). I'll be right here to provide the information and guidance you require.
