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joyknxsa
Level 1

Match an invoice to a credit note

 
1 Comment
Charies_M
Moderator

Match an invoice to a credit note

Glad you came here, joyknxsa.

 

If you're asking how to apply a credit note to an invoice, you can do it by following the steps outlined below.

 

First, we'll want to make sure you create a credit note so yo have something to match with your invoice. In case you haven't done it yet, here's how:

 

  1. Go to the + New icon.
  2. Select Credit note or Give credit.
  3. Enter the customer’s name, then fill out the required fields: Date, Products/service items, Quantity and Amount.
  4. Select Save and close.

Then, you can apply it to the invoice. Here's how to manually apply a credit note to invoices:

  1. Go to the + New icon.
  2. Select Receive payment or Receive invoice payment.
  3. Enter the customer’s name, then fill out the required fields. Leave the fields Payment method, Reference no, Deposit to, and Amount received blank.
  4. In the Credits section, select the credit note. Then, in the Payments column, enter how much credit your customer want to use. Make sure the total to pay (if any) is correct after applying the credit note.
  5. Select Save and close.

To give you more insight about the process of applying credit, visit this article: Create and apply credit notes or delayed credits in QuickBooks Online.

 

I'll be right here to help if you have any other questions. Just leave a reply below. Take care!