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Hi @dm26,
I'll lend you a hand on this query. Let's go through the complete process of applying a credit note to an invoice.
First, you need to create a credit note transaction.
Here's how:
When you need to apply the credit note, follow these steps:
QuickBooks Online is initially set to automatically apply credits to your invoices. If you need to manually assign credit notes to specific invoices, you'll need to turn this setting off.
Here's how:
As for your second question, a deleted invoice will no longer be in your books, removing it completely. While a voided invoice will be kept in your books. This is normally done for recording purposes.
On the other hand, you can take a look at this article that provides the steps on how you can record supplier refunds. It also includes the steps on how to apply supplier credits: How do I handle supplier credits and refunds?
Do you need further assistance? Don't hesitate to post below, and I'll get back to you as soon as I can.
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