Give a refund: You have the option to provide a refund, in the form of cash, check or a credit card refund.

This credit can be used as a payment for another transaction as well.

Retain as an available credit: QuickBooks automatically fills a negative amount under you’re A/R register for the credit memo.

Select the following options from the Available Credit window:.

Enter the items to be returned under the Item section and then click on Save and.

From the drop-down menu of Customer: Job, choose the customer for which you want to create a Credit Memo.

From the main menu, go to Customers > Create Credit Memos/Refunds.

How To Create A Credit Memo In QuickBooks? QB users use Refund check when the customer will ask for a refund.

Refund checks are basically used when there is an overpayment.

Helps you to track your sale, payment and return item.

Credit amount can be applied in the next invoice of your customer.

You can apply the credit amount in the next invoice you will create for the customer.

Credit memos are used to return a product for which a customer has paid.

You can also contact us at our toll-free QuickBooks Customer Service Phone Number +1-86 if you want an instant resolution for your issues. Following the steps provided in this article will surely helpful for you. Sometimes recording a credit memo or refund can be a bit complex process for new users. This article will help you to record a credit memo or refund in QuickBooks. With QuickBooks, you can create memos or initiate a refund check through some basic steps. Keeping a track of your customer list and keeping your customers happy by giving them credits for a return can be a successful tactic for your business.

Option 2: Through the Write Checks window.

Option 1: Through the Receive Payments window.

How To Create A Credit Memo In QuickBooks?.

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