You can create delayed credit right away, res@finisroadrvp.
Unlike credit memos, delayed credits don't impact your accounting records until you apply them to invoices. It's used to track customers' credit for future use, and they immediately affect their current open balance.
Here's how to create a delayed credit:
- Select + New.
- Select Delayed credit.
- In the Customer dropdown, select the customer's name
- Enter the details, such as the date and the amount. You can create a custom credit service item. This way, you can quickly add it to delayed credits as a single line item.
- When you're done, select Save and close.
To apply it to your tenant's invoice for his April rent, follow these instructions:
- Select + New.
- Select Invoice.
- In the Customer dropdown, select the customer. This opens a window with all open transactions for the customer, including invoices and delayed credits. If you don't see this, select the small arrow next to the invoice Balance Due.
- Find the delayed credit and select Add. This adds the credit as a line item to the invoice.
- Fill out the rest of the invoice as needed.
- When you're done, select Save and close.
Check out this article for more info: Credit Memos or Delayed Credits. If your customer simply wants a refund, you can also return your customer's payment.
Feel free to swing by anytime if you need further assistance with managing your invoices, res@finisroadrvp. I'd be happy to help.
