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Join nowI have given our customer a credit, but it does not apply to any of the invoices on their current statement. Is their a way to remove that from the statement? It automatically shows up when you create the statement.
Solved! Go to Solution.
Hello kristiemilan,
Let's work together to remove the credit on the customer's statement.
QuickBooks Desktop gives us the flexibility to manage our transactions. We'll only need to mark the credit as pending so it won't show on the statement.
This process allows us to save the credit memo in QuickBooks Desktop without it affecting our accounting records. Once you're ready to apply it to an invoice, you can then Mark it back to Final.
Let me walk you through marking a credit as pending:
That's it! You'll no longer see the credit in the customer statement. If you require more information about the process, don't hesitate to leave me a message below. I'm here to help!
Hello kristiemilan,
Let's work together to remove the credit on the customer's statement.
QuickBooks Desktop gives us the flexibility to manage our transactions. We'll only need to mark the credit as pending so it won't show on the statement.
This process allows us to save the credit memo in QuickBooks Desktop without it affecting our accounting records. Once you're ready to apply it to an invoice, you can then Mark it back to Final.
Let me walk you through marking a credit as pending:
That's it! You'll no longer see the credit in the customer statement. If you require more information about the process, don't hesitate to leave me a message below. I'm here to help!
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I recommend never making anything Pending. You gave them a credit and it is on their Account, even if not applied to invoices.
Didn't work for me. I hate this QB
Hi there, @Tybarrondo64.
As I replicated this on my end upon creating an invoice and the credit memo then, the statement. Let's ensure that the Mark As Pending button is clicked. This will make the credit a non-posting transaction. Please see the screenshot below how:
To know more about how to give a credit memo to your customer, please check this out: Enter and apply a credit memo or delayed credit.
I'll listen to other concerns you might have for the program. You can add the details to your reply, and I'll be there to address them for you.