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Level 1

It says a customer has a credit but they do not

customer has credit that was not issued
1 Comment

It says a customer has a credit but they do not

Hello @info1359,


Let's review your customer's balance so you can identify if they have the available credits of not.


To start with, the digits indicated in your customer's profile under the New transactions button determines their available balance. If this amount is negative, it means you have to refund the credit to your customer. But it is positive, it means you have some payments to collect from them.


With this, you'll have to review each transaction to identify the remaining credits when the balance is negative. If not, you'll have to create a credit memo for your customer's credit. Learn more about credit memos with this article: Create and apply credit memos or delayed credits in QuickBooks Online.


Additionally, you might also check out the steps outlined in this helpful article in creating a document listing all the transactions you have with your customer: Create and view customer statements.


You can always leave a comment below if you have any other questions. I'll be here to lend a helping hand. Stay safe!

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