Skip to main content
August 12, 2021
Question

How do I turn an invoice into a credit note

  • August 12, 2021
  • 1 reply
  • 0 views
Original commenter did not share additional details

1 reply

LieraMarie_A
August 12, 2021

You've come to the right place, @bevjtal.

To clarify, do you need to apply a credit note to an invoice? It can be done using the Receive payment option.

 

Here's how:

  1. Select + New.
  2. Select Receive payment.
  3. In the Customer dropdown, select the customer.
  4. In the Outstanding Transactions section, select the open invoice you want to apply the credit note to.
  5. In the Credits section, select the credit notes you want to apply.
  6. For the open invoice in the Payment column, enter how much of the credit you want to apply.
  7. Leave the Payment method, Reference no, Deposit to, and Amount received fields blank.
  8. Fill out the rest of the form, including the Payment date.
  9. Make sure the total is correct after applying the credit note.
  10. When you're done, select Save and close.

 

You can check out this article for more information: Create and apply credit notes or delayed credits.

 

QuickBooks will have your back for any questions that you may have in the future. Don't hesitate to let us know. Have a great day,