cancel
Showing results for 
Search instead for 
Did you mean: 
acceptable characters
Level 1

Customer credit note allocation

Hi

I want to know the steps how to allocate customer credit note to customer invoice. 

1 Comment 1
Rejeil_O
QuickBooks Team

Customer credit note allocation

Hello there, @acceptable characters.

 

Let me step in and assist you in allocating your credit note to your customer's invoice.

 

You can allocate your credit note once you receive the payment of your customer's invoice. You can follow these steps on how:

 

  1. Go to the +New button.
  2. Under the Customers column, select the Receive payment tab.
  3. Choose the customer in the field.
  4. Put a checkmark to the invoice you want to receive the payment.
  5. In the Credits menu, select the credit note you want to apply to your customer's invoice.
  6. Fill up all the necessary fields.
  7. Click the Save and Close button once done.

 

You can read this article in case you need help applying a delayed credit note: Create and apply credit notes or delayed credits in QuickBooks Online.

 

I've also added an article that helps you deposit your customer's payment: Record and make bank deposits in QuickBooks Online.

 

If you have additional questions, please don't hesitate to leave a message in the comment section. I'm always around here in the Community to help. Take care, and have a great day.