Let me guide you on how to create a credit note, sukphf-sukumamfa.
In QuickBooks Online (QBO), we create a credit note with the following conditions:
- If your customer wants to immediately reduce their current open balance, use a credit note.
- Your customer can use their credit note as payment for an invoice. They can use all of their credit note or a portion of them.
- You can apply a credit note when recording payment for a customer’s invoice.
- Credit notes impact sales reports, even if you don't apply them to invoices.
Here's how to create a credit note:
- Click the + New Plus icon.
- Select Credit note.
- In the Customer dropdown, choose the customer's name.
- Enter the credit note details, such as the date and the amount. You can create a custom credit service item so you can quickly add it to credit notes as a single line item.
- When you're done, press Save and close.
To learn more about this one, see the Create and apply credit notes or delayed credits in QuickBooks Online article. Feel free to visit our Sales and customers page for more insights about managing your company's income and customers.
Please update us on how you get on after trying the steps, as I want to ensure this is resolved for you. Just reply to this post and I'll get back to you. You have a good one.
