Recording a credit to a customer

Recording customer credit in QuickBooks is just an easy step, @Sapna_MESF. And I'm happy to guide you through the process. 

I'll make sure you record the credit and apply this against to customer future invoices in QuickBooks Online. 

To start, let's create a delayed credit. Follow the instructions below: 

1. Go to the +New icon and choose Delayed credit. 
2. Pick the customer name in the field. 
3. Choose the credit service item in the box. If you don't have it yet, click Add new to set up. 
4. Select Save and close. 

Once you're ready to apply the credit to the invoices, heed the steps below for more guidance: 

1. Go to the Plus icon and pick Invoice. 
2. Complete the required information in the sales form. 
3. Click Add on the right side. If you didn't see the button, hit the greater than symbol below the small gear icon. 
4. Choose Save and close. 

For more details, check out these articles: Create and apply credit notes or delayed credits in QuickBooks.

Additionally, you can always run the Transaction List by Customer to track credits and other customer information. Then customise it to show specific details. 

Feel free to visit these articles below about handling customer deposits, refunds, credits, payments, and others: 

• Sales and customers
• Handle a customer credit or overpayment in QuickBooks Online

Don't hesitate to leave a comment in this thread if you have follow-up questions about reimbursement. I'm always here to help you. Take care, Mesf.

Many thanks for your help @MichelleBh . I have created the Delayed credit and will apply them when the future invoices are ready. It was such a simple procedure!

@MichelleBh , can I apply only part of the credit? I have a delayed credit of 2800 but the invoice I'm about to issue is for 1600. Thanks :)

Of course, you can @Sapna_MESF. I’m here to guide you on how to apply the part of the credit to your invoice transaction.
 
To do that, you just need to manually enter 1600 in the Amount field after adding the delayed credit. This way, your 2800 available credit won’t fully be applied to the transaction.

Here’s how:

1. Click + New, then choose Invoice.
2. Enter the needed information.
3. Select the customer. This opens a window with all open transactions for the customer, including invoices and delayed credits.
4. Locate the delayed credit and press Add. 
5. Delete the 2800 amount and replace it with 1600.
   
   
6. Click Save and close.

 
You’ll want to manually enter the remaining credits in the window of the Received payment to apply them to the next customer invoice.
 
If you want to add specific information or modify the layout of your sales forms. You can use this reference for complete instructions: Customise invoices, estimates, and sales receipts in QuickBooks Online.

Don't hold back to drop a comment below if you need further assistance in managing your sales transactions. We’ll be here to help. Always take care!

Thank you @MadelynC ! Not too sure I understand the "You’ll want to manually enter the remaining credits in the window of the Received payment to apply them to the next customer invoice." Do I create a receive payment with the difference 1200 so that it becomes a customer credit?

Perfect! Thank you @MaryLandT !