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
380 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.

RxCity

after i linked the check and credit memo through the receive payment window, Cr Memo status is still shows as unapplied . please advise

ttaylor1013

I'm so glad to see you found the answers you were looking for here in the Community, jdharr. You know where to come if you ever need a hand again in the future. Take care!

I have a customer who paid with a credit card, returned the item and purchase another item. I created a credit memo for the return then invoiced the other item. It has left him with a credit for 6.70. I gave him the 6.70 in cash. How do I clear the 6.70 credit off the credit memo?

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