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Thanks for getting back to us, can help you account for this credit in QuickBooks, but I will need a few information to make sure we're heading to the same direction. You'll also want to customize your invoices and reports to personalize their info and formats.įeel free to get back here in the Community if you've got more QuickBooks concerns. Choose the Advanced tab, and then tap Edit ✎ in the Automation section.įor more details, please check out this resource: How to create and apply credit memos.Go to Settings ⚙, and then select Account and Settings.On the other hand, you can turn on the Automatically apply credits option in the Account and settings page to auto-apply these credits to a newly created invoice. Then, in the Payments column, enter how much credit your customer wants to use. In the Credits section, choose the credit memo from Step 1.Enter the customer’s name, and then fill out the required fields.Click + New, and then select Receive payment.To do it manually, here are the steps how: You can do it either manually or using the auto-apply credits feature. Once done, apply the amount to the created invoice. Enter all the info needed such as the customer name, the item, etc.
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Click the +New icon, and then choose Credit Memo under the Customers section.I've got steps to ensure you can create a credit memo for a billable expense, have to simply create a credit memo by selecting the item manually, and then apply it to the invoice associated with a billable expense.