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erichon222-yahoo
March 3, 2021
Question

Once i create a credit note why cant link to the overbill invoice?

  • March 3, 2021
  • 1 reply
  • 0 views
why credit note cant links to invoice over billing?

1 reply

Kristine Mae
Kristine Mae
March 3, 2021

I'll walk you through linking the credit note to an invoice, Erichon222-yahoo.

 

You can follow these steps:

  1. Click the New or Plus sign (+) button.
  2. Go to Receive payment.
  3. Select the customer.
  4. Select the Invoice under Outstanding Transactions, and the Credit Note under Credits.
  5. Click Save and close.

You can also check this article for more information about credit notes: Create and apply credit notes or delayed credits in QuickBooks Online.

 

If you have more questions, don't hesitate to reach out to us again. We're available 24/7 to help you. Take care!

B
BlessedTT
June 3, 2021

Say i have a credit note of $30, invoice to customer is $100, how do i apply the credit of $30 and bill customer only $70? i have been emailing the Credit Note and Invoice to customer separately and realised some customers do not bother and just pay what was invoice - eg $100. Thus resulting in i have quite a few unapplied Credit Notes.

A
Archie_B
June 3, 2021

Hello there, BlessedTT.

 

I'd like to help and make sure you apply the credits to your invoices.

 

You can still apply the credit even if your customer already receive and paid the invoice. I'll show you how:

 

  1. Click on +New.
  2. Choose Receive payment.
  3. Select the customer, then the credit and the invoice.
  4. Once done, select Save and New or Save and Close.

 

After you apply the credit to the invoice, you can either send the customer the refund amount or apply it to the next invoice.

 

Here's an article that you can use as your future reference: Record a customer refund in QuickBooks Online

 

Post your concerns or click the reply button for any follow-up questions about credits. I'll keep an eye on your response. Have a great day!

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