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I am invoicing a customer. How do I add a credit to the invoice and have it reflect in the final calculation of invoice?

 
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QuickBooks Team

I am invoicing a customer. How do I add a credit to the invoice and have it reflect in the final calculation of invoice?

You can create a credit memo, Anujdatta1. Although, this will not show in the invoice.

 

QuickBooks Online will just deduct the credit when you record the customer's payment. 

 

I'll help you with creating a credit memo. Here's how:

  1. Click the New or Plus sign (+) button.
  2. Select Credit memo.
  3. Fill in the necessary fields.
  4. Click Save and close

Next, when the customer pays, here's how to link the credit and payment to the invoice:

  1. Click the New or Plus sign (+) button.
  2. Select Receive payment.
  3. Select the customer.
  4. Under Outstanding Transactions, select the invoice.
  5. Under Credits, select the credit memo.
  6. Enter the customer payment in the Amount received field.
  7. Click Save and close

For more information, I'll share the reference on how to enter and apply credit memos and delayed credits in QuickBooks Online

 

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