How can I create a credit note from an invoice so that the credit note is linked to that invoice number for reference?
Is there a way to view a list of all the credit notes I've created?
You can create a credit note and apply it directly to open invoices. Allow me to show you how to do it.
Follow these steps:
Also, we can pull up the Transaction List by Customer report. This will show us all the customer transactions you've created including the credit notes. You can search it on the Reports menu. If you need to edit it, please check this link: Customise reports in QuickBooks Online.
Need to link your bank account? Here is the article for your reference: Connect bank and credit card accounts to QuickBooks Online.
Keep on posting here if you need more help. We'll respond as soon as we can.
Thanks for your response AlexV.
Is there no way to create a credit note directly from a closed invoice? I'm trying to link the closed invoice to the credit note for reference, so that I know where the credit is coming from.
In my "To link invoice" window, I get the message "No transaction available to link. " Am I missing something?
Otherwise, using the Reports module to view list of credit notes worked.
You came to the right place @azhlm3.
I have an idea of how to handle your credit memos. This feature is not available in QuickBooks Online. What you can do is to apply a credit memo to an open invoice.
You can also check this article for more information:
Reach out to me if you have any other further questions about credit memos. I’ll be right here to answer them for you. Have a great rest of the day.
I can show you the easy steps in applying the credit to your open invoice, asti-liebrecht.
Here's how to manually apply a credit note to an invoice:
If you want the system to automatically apply credit notes to customers' balances or open invoices. To turn on the credit note auto-apply feature:
For more details in handling your credits and sales transactions, you can use these links:
Let me know if your have other questions in managing your sales transactions. I'm just here to help. Take care!