I have created an invoice on the system with an invoice number. I have sent the invoice to the customer. It was an error. The customer now wants a credit note? How do i ?

Hi there, john139.

I suggest going to the Plus icon. From there, you can select a Credit note to start creating this transaction. This way, you can notify your customer that he or she has been credited due to an error invoice.

Here's how:

1. Click the Plus icon at the left corner.
2. Choose Credit note.
3. Enter the customer’s name.
4. fill out the required fields like Date, Products/service items, Quantity, and Amount.
5. Hit Save and close or Save and send.

Once done, you can manually apply a credit note to a future invoice of the customer. Follow the steps below.

1. Select the Plus icon.
2. Choose Receive payment.
3. Enter the customer’s name. Make sure you choose the same customer you selected in the invoice.
4. From the Credits and Outstanding Transactions section, select the credit note and the invoice you want to apply by putting a checkmark in the box.
5. In the Payments column, enter how much credit your customer wants to use.
6. Fill in the other necessary fields.
7. Click Save and close.

For additional information, you can check this article: Create and apply credit notes or delayed credits in QuickBooks Online. This article also provides steps on how to create and apply delayed credit.

Please refer to this article to see steps on how to receive and categorise invoice payments in QuickBooks Online: Record invoice payments in QuickBooks Online.

Please know that you're always welcome to post if you have any other concerns. Wishing you and your business continued success.