We'll head over to your customer's Transaction List to delete the credit, kgarg. I'll assist you through the process to ensure you can complete this task on time.
QuickBooks Online (QBO) doesn't create a credit when you void unpaid invoices. We'll delete the credit to clear it from your records. Here's how:
- Navigate to the Sales menu on the left panel and select Customers.
- Look for the customer's name from the list and click on it to view more details.
- In the Transaction List tab, search for the payment and click the View/Edit link to select Delete.
- Click the Delete button to confirm the action.
Explore this link for further insights regarding the transaction types you can void or delete: Understand the difference between voiding and deleting a transaction.
Use these resources to learn how to handle unapplied payments, customer credits, and overpayments effectively:
Moreover, we have specialists ready to help you streamline various tasks in QuickBooks, including the invoicing process. Our QuickBooks Live Expert Assisted service offers personalized guidance to ensure you stay organized and effectively manage your business finances.
Feel free to visit the Community again if you have other sales-related concerns or questions about managing your entries. We're available round the clock to provide the help you need.
