![]() I'll be right here if you need further help with this topic or need anything else in QuickBooks. Record a customer refund in QuickBooks Online.I've included an article that contains steps on how to process customer refunds. For the detailed steps on how to customize, visit this article: How to Customize Reports: Basics, Sorting & Date Ranges. Simply click the Customize button, then in the Transaction Type, choose Credit Memo, and select a specific customer in the Customer drop-down arrow. ![]() You can generate the Transaction List by Customer to track all credits you've used and the remaining balance. Using another compatible browser is a good alternative too. If it works, clear the cache of your regular browser to speeds up the web browsing experience. Once logged in, go back to the Received Payment page and check if the credit memo is functioning well. How to create a new Estimate & where to see info on your Estimates - Heres how in QuickBooks Online. To launch a private window, try out these keyboard shortcuts: Moving forward, you can reduce the amount of time it takes to manage transactions on the. I also have a video tutorial here for recording memo and balances in QBO for your visual reference. Let's check if the problem is brought about by issues in the browser and its cache. Click the +New icon and select Credit Memo. If the same behavior happens after following the steps, try logging in to a different private window. See the sample screenshots below:įor more information about the process, check out this article: Create and apply credit memos or delayed credits in QuickBooks Online. Make sure to select an invoice first so the credit memo box will appear. Never use two different methods to manage the same information.Let's get this issue sorted out so you can apply the credit memo to your invoices as soon as possible, thomas31. ![]() Or, you might simply want to write a check as a Refund of Income to them, and not use a Credit Memo at all. If you decide to do it with a Credit Memo, you use the Credit Memo function and issue the refund check from the icon at the top, and Do Nothing Else. If you have No Balance for that customer as Negative AR, and you intend to issue them a refund, then you control how to do this. If you have One Specific Payment that resulted in Too Much Money, then you issue the refund from there. Im adding these articles if you wish to refund and record your customer in the future: Void or refund customer payments in QBO. Learn more about handling your customer credit memo here: Handle a customer credit or overpayment in QuickBooks Online. In the From Account drop-down menu, select the appropriate accounts payable account. In the Make Deposits window, click the Received from drop-down menu and then choose the supplier who sent you the refund. If the Payments to Deposit window appears, click OK. "If I try to issue the credit from the payments screen, the available credits show at the bottom, but cannot "refund check". Click the Print, if you wish to print your credit memo. Here's how: Go to the Banking menu, then select Make Deposits. You don't do Both for the same overpayment. Either there already is a Credit Memo for you to issue a refund from the top or, you already have funds on hand as negative AR from an Overpayment condition and don't also need or use Credit Memo. You seem to trying to do the same thing two different ways. ![]() "I do go back to the Previous Payment Screen" "I issued the refund from the Credit Memo and from Prepaid as an Item."
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