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office105
Level 1

Turn a customers credit memo into a refund check

 
1 Comment 1
Kendra H
QuickBooks Team

Turn a customers credit memo into a refund check

Good afternoon, @office105

 

Thanks for reaching out to the Community.

 

At this time, QuickBooks Online doesn't offer a feature to apply a credit memo to a refund check. 

 

For now, you can create a Receive Payment and apply the credit memo to that, and here's how: 

  1. Select New option in the left corner. 
  2. Choose Receive payment or Receive invoice payment
  3. Complete these fields as follows, including (Customer, Date, Memo). 
  4. Under Credits, click on Credit Memo, or Give credit
  5. Verify that the total to pay (if any) is correct after applying the Credit Memo. 
  6. Pick Save and Close

 

For more detailed instructions, please refer back to this article: Enter and apply credit memos and delayed credits in QuickBooks Online

 

If you have any more questions or concerns, please don't hesitate to comment below. Have a good one!

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