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Quickbooks credit memo refund check2/18/2024 Go to the Plus Sign (+) and click Delayed Charge.“Create credit memo to give to the customer” or “Enter a credit to appear on the customer’s next invoice,” then you will need to turn on the preference for delayed charges: Note: If after choosing give refund or credit, you do not see the sections: Click in the box next to the Credit that you want to apply.On the left under the Unbilled charges and credits or Unbilled charges, credits, expenses and time section, click on the (+) next to Charges/Credits this will allow you to view more details about the credits.On the Customer: drop down list and select the desired customer.Go to the Plus Sign (+) and click Invoice.Go to the Plus Sign (+) and click Delayed Credit.Īpplying the Delayed Credit to an invoice:.Verify that the total to pay (if any) is correct after applying the Credit Memo then click Save.Įntering a delayed credit will allow you to apply it as a line item on your customer’s next invoice.Select the Credit Memo that you are wanting to apply to the invoice.Select the Invoice that you want to apply the Credit Memo against. Deposit To: Leave blank since money isn’t actually being deposited with this transaction.Amount:, Pymt Method: and Ref#: fields are to be left blank.Customer: From the drop-down list select the customer the credit memo is for.Go to the Plus Sign (+) and click Receive Payment.(If you don’t see this, click show more.)
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