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Learn how and when to give a credit memo or delayed credit to customers.
Instead of a refund, some customers prefer getting a credit they can use to reduce the balance on their next invoice.
There are a few ways to handle credits in QuickBooks. You can create a credit memo to immediately reduce a customer’s current balance. Or you can enter a delayed credit so they can use it in the future. Here’s more about the difference and how to apply them to customer transactions.
Note: If your customer simply wants a refund, here’s how to return your customer’s payment.