credit memo for customers QB Desktop

Hi @GGAngel,

Welcome to the Community. I'd be glad to help you handle the customer discount in QuickBooks Desktop.

You provide sales receipts for immediate payment of products or services at the time of sale. It's recommended to mirror out transactions on how they happen in the actual scenario.

Currently, the option to enter a negative amount when creating a credit memo is unavailable. If your customer used a credit card and got charged in full, you can refund the partial amount for the discount. 

There's a box you can tick within the memo to create a credit card refund for the discount. Here's how:

1. Sign in to QuickBooks Payments from QuickBooks Desktop.
2. In QuickBooks Desktop, click the Customers tab at the top menu bar, then select Credit Memos/Refunds.
3. In the Customer:Job dropdown, select the customer you need to refund.
4. Enter the products and services you need to refund.
5. Once done, select Save & Close. It opens an Available Credit window.
6. Select Give a refund and then OK. Or if you want to give credit for future payments, select Retain as an available credit and then OK.
7. In the Issue this refund via field, select the type of credit card you need to refund.
8. Enter the credit card info, or select Swipe card and swipe the customer’s card.
9. Select the Process credit card refund checkbox.
   

QuickBooks applies credits and refunds to your customer’s card when it settles your latest batch of transactions at 3:00 PM PT each day. However, it may take time before your customer sees the credit, depending on their bank. The industry standard is 7 to 10 business days.

I've included some links that contain three options on how to handle the credit, as well as some steps to create item discounts in QuickBooks:

• Give your customer a credit or refund in QuickBooks Desktop for Windows
• Use discount and subtotal items

Feel free to hit that Reply button if you have additional questions. Have a great day ahead.

@AlcaeusF  RE: "I'd be glad to help you handle the customer discount in QuickBooks Desktop."

You write that and then... you don't help at all.

The OP knows how to create a credit memo. They didn't ask how to create a credit memo. They asked a different question, which you did not answer.

Thank you for your reply. So, you would use the same thing for a sales receipt?

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@GGAngel wrote:

Thank you for your reply. So, you would use the same thing for a sales receipt?

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Well, that would be a sale then, not a refund. You'd be charging the customer more. So not sure, but it depends on what you're trying to do.

So, our customer paid full price for an item, the transaction was on a sales receipt. We would like to refund them the discount they didn't get. I'm guessing, I don't need to create a credit memo for the sales receipt, I am not sure how to handle that.

Yes, you'll have to create a credit memo for the refund. I'm here to guide you how, GGAngel.

Giving the money back to credit a discount to your customers is easy and simple. You can follow the steps below on how to do it: 

To create a credit memo:

1. From the Customers menu, select Create Credit Memos/Refunds.
2. From the Customer: Job drop-down, select your customer.
3. Enter the items you're giving credit for, then select Save & Close.

Then, you have several ways how to handle the credit. I've added this article for you to be guided: Give Your Customer A Credit Or Refund In QuickBooks For Windows. Moreover, QuickBooks downloads transactions in different ways. Depending on the banking mode, you can review and match transactions by following this article: Add And Match Bank Feed Transactions In QuickBooks Desktop.

Reach out to us if you have any questions about refunds and discounts in QuickBooks. We're here to make sure that everything is taken care of.