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It’s better to issue a RMA and then a credit memo so you can track the transaction. Always put notes why the CM was issued.
if the invoice was just for services then it’s easy. But if inventory was shipped and then returned etc., you will also need to adjust the inventory which the CM will force you to do.
Thanks.
It’s better to issue a RMA and then a credit memo so you can track the transaction. Always put notes why the CM was issued.
if the invoice was just for services then it’s easy. But if inventory was shipped and then returned etc., you will also need to adjust the inventory which the CM will force you to do.
Thanks.
Thanks for bringing your concern here in the Community about managing your invoices, Anna.
Yes, I do agree with what @Qualpro stated.
In QuickBooks Online (QBO), you can issue a credit memo to keep the original invoice accessible for future reference or audits. This way, the credit memo will then document the reason for reducing your customer's balance due. It also allows you to adjust inventory by entering the quantity of the returned items for accurate inventory management.
However, voiding the invoice would also zero out the amount. Keep in mind that it will result in the loss of some details from the original order, providing less documentation for future reference.
Additionally, here's an article you can browse in case you want to generate and send the same invoice to multiple customers: Create the same invoice for your customers in your QuickBooks Online account.
Please know that you're always welcome to reach out for further inquiries about managing invoices in QBO. I'd be glad to assist you 24/7. Stay safe!
Is it imperative to issue a RMA or with a credit memo is ok?
Canceling invoices due to order cancellations is common situation that businesses face, Annamaria. I'll share the best way to handle this in QuickBooks.
In QuickBooks Online (QBO), whether you issue a Return Merchandise Authorization (RMA) or a credit memo when canceling an invoice due to an order cancellation depends on your business-specific processes and needs.
However, the Return Merchandise Authorization (RMA) feature is unavailable in QuickBooks. What you can do is issue a credit memo in QBO to reflect the cancellation and provide a credit to the customer account.
Here's how to create a credit memo in QBO:
For your reference, you can check out this article: Apply a credit memo, credit, or refund to a customer.
Additionally, you can refer to these articles about managing your invoices:
If you require assistance with managing your invoices, please feel free to get in touch with me once more. I'm here to guarantee that your tasks are completed seamlessly.
I canceled my account several months ago!
why am I still getting billed
Because QB is full of thievery and fraud.
The same thing has happened to a VERY large number of people. I have seen a LOT of threads here in the community about it, and how they are struggling to get their money back AND stop the charges.
My advice is to get rid of the credit card they have had on file for your payments, and get a new one. Make sure your bank knows about the issue, and tell them they are fraudulent charges.
Good luck.
I understand the frustration you're feeling right now, CROCK2CRIO. Being billed for a product, even though it is already cancelled is very overwhelming. Let me share some relevant information why you are still being billed.
Just to let you know, once your account is canceled, you should not incur any charges unless you have another active account. To ensure your account has been successfully canceled, please double-check your subscriptions and billing details. If you notice that your account is still active, this could explain why you are still receiving charges it likely means the cancellation was not processed successfully.
You can also use our "Look Up a Charge" feature to view detailed billing details. Also, you may contact our support team to verify its origin and receive a detailed explanation of the QuickBooks Online billing.
Here's how:
Additionally, here is a resource to inform you about what happens to your data after this process, please refer to the following resource: What happens to my QuickBooks Online data after I cancel?
You can get back here in the Community space if you have further questions related to QuickBooks refund, etc. I'm ready to help in any way I can.
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