Hello there, @K8e.
I can share some steps to help you issue a refund check to keep your record accurate.
In QuickBooks Desktop, you can create a refund check directly from the credit memo to clear them from your books.
In your case, you can proceed to these steps since you have an existing credit memo:
- Proceed to the Customer center.
- Select the Transactions tab, then Credit Memos.
- On the Filter By dropdown, choose Open Credit Memos.
- Click on the entry, then right-click.
- Select Edit Transaction.
- On the transaction page, pick Use credit to give a refund.
- Once the pre-filled check pop-ups, click OK.
After that, here's how you can automatically apply the credit memo to the invoice:
- Go to the Customers menu and then select Receive Payments.
- Select the customer from the Received from dropdown.
- Select the Discounts and credits icon.
- Choose the check you created in the Available Credits section, then Done.
- A prompt to Confirm the transfer will appear. Selecting Yes will apply the amount automatically to the invoice.
- Click on Save & Close.
For more information about the process invoice, visit this article: Give your customer a credit or refund in QuickBooks Desktop for Windows.
On the other hand, you might want to review this material for guidance when you need to remove a credit from an invoice or bill: Remove or unapply a credit from an invoice or bill.
Keep us posted if you have additional questions when creating credit memos/refund checks or other related concerns with QuickBooks Desktop. We can always lend a hand.
