cancel
Showing results for 
Search instead for 
Did you mean: 
Highlighted
Experienced Member

How to create a credit memo from over payment

 
Solved
Best answer 3 weeks ago

Accepted Solutions
QuickBooks Team

Re: How to create a credit memo from over payment

Hi there, @fannia

 

I'm here to guide you on how to create a credit memo from overpayement in your QuickBooks Online (QBO) account.

Here's how:

  1. Go to the (+) Plus icon.
  2. Under Your Company, select Credit Memo.
  3. Fill out all the required fields.
  4. Click Save and Close.

You can also check these articles for further information:

Once done, you have the option to apply the credit to an invoice, refund the customer, or as a tip in your QBO account. You can refer to this article for more details: Handle a Customer Credit or Overpayment.

 

Also, I'm adding these articles that can help guide you in your future tasks:

Don't hesitate to reach out to us if you have other concerns. I'll be around to help. Take care!

3 Comments
QuickBooks Team

Re: How to create a credit memo from over payment

Hi there, @fannia

 

I'm here to guide you on how to create a credit memo from overpayement in your QuickBooks Online (QBO) account.

Here's how:

  1. Go to the (+) Plus icon.
  2. Under Your Company, select Credit Memo.
  3. Fill out all the required fields.
  4. Click Save and Close.

You can also check these articles for further information:

Once done, you have the option to apply the credit to an invoice, refund the customer, or as a tip in your QBO account. You can refer to this article for more details: Handle a Customer Credit or Overpayment.

 

Also, I'm adding these articles that can help guide you in your future tasks:

Don't hesitate to reach out to us if you have other concerns. I'll be around to help. Take care!

Experienced Member

Re: How to create a credit memo from over payment

Hi JasroV

 

Thank you so much for the reply, it definitely helps.

QuickBooks Team

Re: How to create a credit memo from over payment

You're welcome, @fannia.

 

I'm glad I was able to help you resolve your concern. In case you want to learn some tips and tricks on managing payments in your QuickBooks Online (QBO) account. Feel free to visit our Payments page for reference.

 

As always, don't hesitate to reach out to us if you have any other concerns or questions with your QBO account. We're always here to help you. Take care!

Need to get in touch?

Contact us