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How to capture customer rebates?

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QuickBooks Team

How to capture customer rebates?

I can provide the steps to record your sales rebate, Asayed. I'll walk you through the process.


Recording a rebate in QuickBooks Online(QBO) varies depending on different scenarios. If your customer has already made payment, you can apply a credit note. Refer to these steps:


  1. Log in to your QBO account.
  2. Go to the + New option and select Credit note.
  3. In the Customer field, choose the customer.
  4. Enter the Credit Note Date, AmountVAT, and Product/Service for the category, product, or services you’re getting credit for.)
  5. Select Save and close.


However, if your customer hasn't paid yet, you can create a service item for the rebate and include it on their invoice or receipt when they're prepared to receive it. Here's how:


  1. Go to the Gear icon and select Products and Services.
  2. Click New in the upper-right-hand corner, then Service.
  3. Enter the name of the rebate and select an income account.
  4. Provide all other details of the item.
  5. Click Save and close.


Once done, open the invoice or sales receipt and add it to the following line of the transaction in your invoice.


Additionally, you can learn more tips on how to enter a payment from your customers to QBO through this article: Record invoice payments in QuickBooks Online


Please know that you can always comment on this thread if you need more assistance managing your sales transactions. Have a great day.