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csugrue-ivertec-
March 10, 2023
Question

Why are my credit notes still appearing in the sales account after i process a refund for a paid invoice?

  • March 10, 2023
  • 1 reply
  • 0 views
I have created a CN for a paid invoice to refund a customer, and created an expense to record the payment from the bank account.  A matching transaction has been created for the bank account but the CN is still appearing in my customer account?

1 reply

C
CharleneMaeF
March 10, 2023

I'm here to provide some insights about this issue, csugrue.

 

The Accounts Receivable (AR) account may have not been linked to the expense transaction. I'd recommend checking the expense you've created, then make sure the AR is added instead of the expense account. 

 

Once done, link the expense and credit note through the Receive payment window. Doing so helps you offset the credit note. For more details, please see this article: Create and apply credit notes or delayed credits in QuickBooks Online.

 

In case you need to return your customer's money, I've added an article that'll help you record a refund based on various scenarios. This ensures your books are up-to-date: Return your Payment.

 

Please let me know if you have other questions about managing your sales transactions. I'm just here to help. Take care!

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