Hi there, accounts.
For now, QuickBooks Online can't copy an invoice to a new credit note. However, we can link a credit note to an invoice.
Here's how:
- Select the Plus icon (+) at the top, then choose Receive Payment.
- Complete these fields as follows:
- Customer - From the drop-down list, select the customer the credit note is for.
- Date - Change if necessary.
- Payment Method, Ref#, Deposit to, Amount - Fields are to be left blank.
- Memo - (Optional)
- Select the Credit Note that you are wanting to apply to the invoice
- Verify that the total to pay (if any) is correct after applying the Credit Note.
- Select Save and close.
It would be great if you can also submit a feedback for this one through the Gear icon then select Feedback. We have a product release every month and most of the enhancements come from the customer's feedback. As we strive to become the most user-friendly accounting software, your voice really matters.
If you have questions, please let me know. I'll be happy to lend a hand.