Hello, dean.
Yes, you can process a credit note if your customer want to keep a credit for the returned goods to be applied to their next open or future invoices. Here's how to create a credit note:
- Click +New and choose Credit note.
- From the Customer dropdown, select the name of your customer.
- Enter the credit note details, such as the date and amount.
- Hit Save and close.
On the other hand, you can issue a refund receipt if you refunded them and haven't enter a credit note. Here's how:
- Click +New and choose Refund receipt.
- Select the Customer dropdown and click the customer you want to refund.
- Click the Refund From dropdown and select the bank you deposited the payment for the invoice.
- Add all products or services the customer returned in the Product/Service column.
- Make sure to fill in the date, quantity, rate, amount, VAT, and other fields accordingly, then hit Save and close.
You can also
create a delayed credit and apply it to an invoice.
Moreover, here's an article to help personalize and add specific info to your sales forms:
Customise invoices, quotes, and sales receipts in QuickBooks Online.
Comment below if you have further questions about applying credit notes to your customers. I'll be here to assist you. Have a great day!
