Create and apply credit memos or delayed credits in QuickBooks Online

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.

Learn the differences between credit memos and delayed credits #

Create and apply a credit memo #

Create and apply a delayed credit #

Powered by BetterDocs

Leave a Reply

Your email address will not be published. Required fields are marked *

Skip to content