Skip to main content
B
Brian E42
February 13, 2022
Question

Billable credit

  • February 13, 2022
  • 1 reply
  • 0 views

I have billable expenses for a customer I purchased from my checking account.  Part of those materials were returned to the supplier.  How do I mark this credit to my checking account as a billable "expense" credit?

1 reply

S
ShiellaGraceA
February 13, 2022

Thanks for visiting us here today, @Brian E42.

 

I'll share the steps on how to record a credit to your billable expense. You'll have to create a credit memo first and then apply it when your customer pays the invoice. This process will correct the posting of your accounts. Let me walk you through how.

 

To create a credit:

 

  1. Go to Customers at the top.
  2. Select Create Credit Memos/Refunds.
  3. Choose the customer's name, and enter the credit details.
  4. Click Save & Close.

When your customer pays the invoice, apply for the credit by clicking on the Apply Credits link. See the attached images below.

 

 

 

 

 

 

See this article for your reference: Give your customer a credit or refund in QuickBooks Desktop for Windows.

 

Additionally, here's a link to guide you when using the customer feature. It has topics with articles to choose from. Feel free to browse: Topics about your company's income and customers.

 

Leave a comment anytime below if you have follow-up questions about billable expenses. I'm more than happy to answer them for you. Take care and have a great day ahead.

 

Terms & ConditionsAccessibility statement