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A
azhlm3
April 20, 2021
Question

Credit Notes on QBO

  • April 20, 2021
  • 1 reply
  • 0 views

How can I create a credit note from an invoice so that the credit note is linked to that invoice number for reference? 

Is there a way to view a list of all the credit notes I've created?

 

1 reply

AlexV
AlexV
April 20, 2021

Hi azhlm3!

 

You can create a credit note and apply it directly to open invoices. Allow me to show you how to do it.

 

Follow these steps:

  1. Go to the + New button and select Credit note.
  2. Select the Customer. From the To Link Invoice window, click Add.
  3. Ensure that the details are correct. Tap Save and close.

 

Also, we can pull up the Transaction List by Customer report. This will show us all the customer transactions you've created including the credit notes. You can search it on the Reports menu. If you need to edit it, please check this link: Customise reports in QuickBooks Online.

 

Need to link your bank account? Here is the article for your reference: Connect bank and credit card accounts to QuickBooks Online.

 

Keep on posting here if you need more help. We'll respond as soon as we can.

A
azhlm3Author
April 21, 2021

Thanks for your response AlexV.

 

Is there no way to create a credit note directly from a closed invoice? I'm trying to link the closed invoice to the credit note for reference, so that I know where the credit is coming from.

 

In my "To link invoice" window, I get the message "No transaction available to link. " Am I missing something?

 

Otherwise, using the Reports module to view list of credit notes worked.

 

 

 

L
LollyNino_C
April 21, 2021

You came to the right place @azhlm3. 

 

I have an idea of how to handle your credit memos. This feature is not available in QuickBooks Online. What you can do is to apply a credit memo to an open invoice.

 

Here's how:

 

  1. Click + New.
  2. Select Credit memo.
  3. In the Customer dropdown, select the customer's name.
  4. Enter the credit memo details, such as the date and the amount. Tip: You can create a custom credit service item so you can quickly add it to credit memos as a single line item.
  5. When you're done, select Save and close.

You can also check this article for more information:

Reach out to me if you have any other further questions about credit memos. I’ll be right here to answer them for you. Have a great rest of the day.

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