It's good to see you here in the Community, Fanny Chen. You can create a check affecting the Accounts Receivable (AR), then go to receive payment window and link the credit memo and check from there. This way, you can refund the transaction to the customer. Here's how: Click the + New in the left panel and choose Check.Select the customer's name.From the Category column, choose Accounts Receivable.Enter the Amount and other necessary details.Hit Save and close. Once saved, you can link the check and credit memo through the receive payment window. Additionally, you can visit the following write-up: Sales and customers. This will provide you with links on how to manage your company income as well as customer-related concerns. If I can be of assistance while working in QuickBooks, please let me know. I'll be more than willing to lend you a hand.

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Fanny Chen

Question

Refund a credit memo.

Forum|Forum|4 years ago
June 23, 2022
13 replies
354 views

refund a credit mrmo

QuickBooks Online

Rose-A

Level 10

It's good to see you here in the Community, Fanny Chen.

You can create a check affecting the Accounts Receivable (AR), then go to receive payment window and link the credit memo and check from there. This way, you can refund the transaction to the customer.

Here's how:

Click the + New in the left panel and choose Check.
Select the customer's name.
From the Category column, choose Accounts Receivable.
Enter the Amount and other necessary details.
Hit Save and close.

Once saved, you can link the check and credit memo through the receive payment window.

Additionally, you can visit the following write-up: Sales and customers. This will provide you with links on how to manage your company income as well as customer-related concerns.

If I can be of assistance while working in QuickBooks, please let me know. I'll be more than willing to lend you a hand.

BethFL

How do you apply a credit memo to a refund that was sent using QuickBooks Payments?

JaeAnnC

Level 6

Thanks for chiming in on this thread, Beth.

I'll lead you through the steps on how to apply a credit memo refund from QuickBooks Payments to your customer's invoice in QuickBooks Online (QBO).

Instead of a refund, some customers would rather receive a credit to lower the balance on their subsequent invoice. To do that:

Go to + New and select Credit memo.
Select a customer's name in the Customer dropdown.
Enter the credit memo details, such as the date and the amount. You can also create a custom credit service item to easily add it to credit memos as a single line item.
Select Save and close.

To apply the credit memo to an invoice, please refer to the steps in this article: Create and apply credit memos or delayed credits in QuickBooks Online.

Additionally, you'll be interested in customizing your sales forms in QBO. This way, they'll appear professional to your customers, and you'll be able to include information relevant to your business.

Keep in touch if you need additional assistance applying credit memos in QBO. I'm always here to keep an eye out for your queries. Have a nice day.

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