![]() Open the Receive Payment transaction where the credit memo was automatically applied.If you don’t want the credit memo to be applied in this manner (but you like the setting to apply credits automatically otherwise), you’ll have to: Sending it notifies the customer that a credit memo or refund receipt has been created.Īfter recording a credit memo, if the Account and Settings are such that credits are automatically applied, QuickBooks Online automatically applies it to the oldest balance due for that customer. Decide to Save and Close, Save and new, or Save and send the credit memo or refund receipt to the customer.Record the Description, Quantity, Rate, Amount and Tax fields as appropriate.Use an appropriate Date for the credit memo or refund receipt (sometimes the default date that prefills for you isn’t the one to use).Select the appropriate Product/Service for which the customer is being refunded or given a credit.When creating a credit memo or refund receipt: ![]() This is useful if the customer does not owe you anything and you have no accounts receivable balance against which to record a credit. Use refund receipts to record refunds paid to customers. Credit memos reduce your customer’s balance due on an existing or future invoice. Use a Credit Memo to record credits given to customers. ![]() How to create credit memos and refund receipts in QuickBooks Online ![]()
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