Joining this thread, fitzmiller. Allow me to help you apply a credit memo to your customer’s invoice in QuickBooks Online.
If a customer paid you more than what was owed, returning a product, requesting a refund you can create a Credit Memo. Once done, you can apply it to an open invoice for a given customer.
Step 1: Enter the credit memo:
- Select + New.
- Select Credit memo.
- Fill out all required fields (including the customer name, date, products/service items, quantities, and amounts).
- Select Save and close.
Step 2: Apply the credit memo:
- Select + New.
- Select Receive payment.
- Complete these fields as follows:
- Customer Note: Make sure you choose the customer or project you selected in the invoice.
- Date
- Under Credits, select Credit memo.
- Verify that the total to pay (if any) is correct after applying the Credit Memo.
- Select Save and close.
I'd recommend checking out this article: Create and apply credit memos or delayed credits in QuickBooks Online.
If your customer wants a refund, you can refer to this article for the complete guide: Record a customer refund in QuickBooks Online.
It would be my pleasure helping you further if you have additional concerns about invoices. Take care and have a great day!